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Sponsor portfolio

EVANSVILLE SURGICAL ASSOCIATES, INC.

EIN 35-1171048-medical practice-Latest filing 2025
Plans
3
Retirement
2
$38.9M assets
Welfare
1
$268K premiums
Participants
338
520 MARY STREET, SUITE 520 - EVANSVILLE, IN 47710812-435-8782evansvillesurgical.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$29.6M - 147 part#002CashBalance-$9.2M - 58 part#501Mixed-$268K - 196 lives

Retirement portfolio analytics

2 plans aggregated / $38.9M assets / 205 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SHARING/SAVINGS RETIREMENT PLA... (#001)76%
  • CASH BALANCE PLAN (#002)24%
Total $38.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • THE VANGUARD GROUP, INC.76%
  • (Not disclosed)24%
Total $38.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING/SAVINGS RETIREMENT PLA... (#001)147
  • CASH BALANCE PLAN (#002)58
Total 205Click row to drill in

Benefits portfolio analytics

1 plan / $268K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$184K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Dental$69K
  • Vision$15K
Total $268K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA61%
  • PARAMOUNT DENTAL26%
  • HCC LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN6%
Total $268K4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • CLIPPINGER FINANCIAL GROUP, LLC84%
  • WATCHTOWER TECHNOLOGIES INC6%
  • NFP INSURANCE SERVICES INC5%
  • UNIFIED GROUP SERVICES, INC.5%
Total $47K4 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

EVANSVILLE SURGICAL ASSOCIATES, INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN

401k

Assets$29.6M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EVANSVILLE SURGICAL ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$9.2M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVANSVILLE SURGICAL ASSOCIATES, INC. GROUP HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$268K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EVANSVILLE SURGICAL ASSOCIATES, INC. PROFIT SHARING/SAVINGS RETIREMENT PLAN401k$29.6M1472024
002EVANSVILLE SURGICAL ASSOCIATES, INC. CASH BALANCE PLANCashBalance$9.2M582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVANSVILLE SURGICAL ASSOCIATES, INC. GROUP HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$268K1962025
Retirement plans
Welfare plans
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