PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OHIO GASTROENTEROLOGY GROUP, INC.
Sponsor portfolio

OHIO GASTROENTEROLOGY GROUP, INC.

EIN 31-0834038-medical practice-Latest filing 2025
Plans
3
Retirement
2
$92.7M assets
Welfare
1
$777K premiums
Participants
1,247
3400 OLENTANGY RIVER ROAD - COLUMBUS, OH 43202614-754-5500ohiogastro.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$60.2M - 440 part#004CashBalance-$32.4M - 328 part#501Mixed-$777K - 479 lives

Retirement portfolio analytics

2 plans aggregated / $92.7M assets / 768 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • GROUP INC 401(K) (#001)65%
  • CASH BALANCE PENSION (#004)35%
Total $92.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP INC 401(K) (#001)440
  • CASH BALANCE PENSION (#004)328
Total 768Click row to drill in

Benefits portfolio analytics

1 plan / $777K premiums / 479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$482K
  • Life$480K
  • Short-term disability$480K
  • Long-term disability$480K
  • Dental$295K
  • Vision$295K
Total $777K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY62%
  • SUN LIFE ASSURANCE COMPANY OF CANADA38%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $777K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $121K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OHIO GASTROENTEROLOGY GROUP INC 401(K) PLAN

401k

Assets$60.2M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

OHIO GASTROENTEROLOGY GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$32.4M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHIO GASTROENTEROLOGY GROUP, INC WELFARE BENEFIT PLANS

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$777K
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OHIO GASTROENTEROLOGY GROUP INC 401(K) PLAN401k$60.2M4402024
004OHIO GASTROENTEROLOGY GROUP, INC. CASH BALANCE PENSION PLANCashBalance$32.4M3282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHIO GASTROENTEROLOGY GROUP, INC WELFARE BENEFIT PLANSMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$777K4792025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica