Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORANGE COUNTY THORACIC AND CARDIOVASCULAR SURGEONS, A MEDICAL CORPORAT
EIN 33-0638112medical practiceLatest filing 2024
Plans
3
Retirement
2
$7.3M assets
Welfare
1
Participants
55
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $7.3M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN
401k
Assets$5.6M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ORANGE COUNTY THORACIC AND CARDIOVASCULAR SURGEONS CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN
Self Funded
Premiums$0
Covered lives0
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN | 401k | $5.6M | 24 | 2024 | |
| 002 | ORANGE COUNTY THORACIC AND CARDIOVASCULAR SURGEONS CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | ORANGE COUNTY THORACIC & CARDIOVASCULAR SURGEONS 401(K) PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans