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  1. Companies/
  2. Immediate Health Associates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Immediate Health Associates, Inc.

EIN 31-1204097-medical practice-Latest filing 2025
Plans
3
Retirement
2
$32.3M assets
Health & Benefits
1
$344K premiums
Participants
264
575 COPELAND MILL ROAD, SUITE 1D - WESTERVILLE, OH 43081614-794-0481ihainc.orgLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401(k)-$26.9M - 121 part#002ESOP-$5.5M - 98 part#501Mixed-$344K - 45 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $32.3M assets / 219 participants

Assets by plan

Share of aggregate retirement assets

  • IMMEDIATE HEALTH 401(K) (#001)$26.9M
  • EMPLOYEE STOCK OWNERSHIP (#002)$5.5M
Total $32.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • IMMEDIATE HEALTH 401(K) (#001)121
  • EMPLOYEE STOCK OWNERSHIP (#002)98
Total 219Select a row to open it

Benefits portfolio analytics

1 plan / $344K premiums / 45 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$381K
  • Life$2K
  • Other$2K
Total $383K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

IMMEDIATE HEALTH 401(K) PLAN

401(k)

Assets$26.9M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

IMMEDIATE HEALTH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.5M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

IMMEDIATE HEALTH ASSOCIATES, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - HCCB

Premiums$344K
Covered lives45
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001IMMEDIATE HEALTH 401(K) PLAN401(k)$26.9M1212025
#002IMMEDIATE HEALTH EMPLOYEE STOCK OWNERSHIP PLANESOP$5.5M982025
  • IMMEDIATE HEALTH 401(K) PLAN$26.9M
    #001 · 401(k) · 2025121
  • IMMEDIATE HEALTH EMPLOYEE STOCK OWNERSHIP PLAN$5.5M
    #002 · ESOP · 202598

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501IMMEDIATE HEALTH ASSOCIATES, INC. EMPLOYEE HEALTH BENEFIT PLANMixedHCCB$344K452025
  • IMMEDIATE HEALTH ASSOCIATES, INC. EMPLOYEE HEALTH BENEFIT PLAN$344K
    #501 · Mixed · HCCB · 202545
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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