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Sponsor portfolio

IMMEDIATE HEALTH ASSOCIATES, INC.

EIN 31-1204097-medical practice-Latest filing 2025
Plans
3
Retirement
2
$33.6M assets
Welfare
1
$344K premiums
Participants
294
575 COPELAND MILL RD STE 1D - WESTERVILLE, OH 430818977614-794-0481ihainc.orgLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$28.0M - 133 part#002ESOP-$5.6M - 116 part#501Mixed-$344K - 45 lives

Retirement portfolio analytics

2 plans aggregated / $33.6M assets / 249 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • IMMEDIATE HEALTH 401(K) (#001)83%
  • EMPLOYEE STOCK OWNERSHIP (#002)17%
Total $33.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • IMMEDIATE HEALTH 401(K) (#001)133
  • EMPLOYEE STOCK OWNERSHIP (#002)116
Total 249Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • HCC LIFE INSURANCE COMPANY99%
  • MEDICAL BENEFITS MUTUAL1%
Total $383K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STAEBLER GROUP100%
Total $1271 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

IMMEDIATE HEALTH 401(K) PLAN

401k

Assets$28.0M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

IMMEDIATE HEALTH EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.6M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMMEDIATE HEALTH ASSOCIATES, INC. EMPLOYEE HEALTH BENEFIT PLAN

Mixed - HCCB

Premiums$344K
Covered lives45
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IMMEDIATE HEALTH 401(K) PLAN401k$28.0M1332024
002IMMEDIATE HEALTH EMPLOYEE STOCK OWNERSHIP PLANESOP$5.6M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMMEDIATE HEALTH ASSOCIATES, INC. EMPLOYEE HEALTH BENEFIT PLANMixedHCCB$344K452025
Retirement plans
Welfare plans
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