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Sponsor portfolio

BAKOTIC PATHOLOGY ASSOCIATES, LLC

EIN 33-1168930-Latest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$4.5M premiums
Participants
442
6240 SHILOH ROAD - ALPHARETTA, GA 30005678-965-2822
Plans on this EIN
2 filings
#001401k-$11.2M - 251 part#501Fully Insured-$4.5M - 259 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Vision$4.2M
  • Dental$160K
  • Long-term disability$63K
  • Life$62K
  • Other$50K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • AFLAC0%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • MARSH & MCLENNAN AGENCY LLC60%
  • MCGRIFF INSURANCE SERVICES INC39%
  • JOSEPH S WILLIAMS0%
  • JENNIFER T CARMAN0%
  • JONATHAN CARMAN0%
  • +3 more
Total $252K8 slices

Plan deep-dives

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

BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$11.2M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAKOTIC PATHOLOGY ASSOC, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.5M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$11.2M2512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAKOTIC PATHOLOGY ASSOC, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.5M2592025
Retirement plans
Welfare plans
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