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Sponsor portfolio

FIRST UROLOGY, PSC

EIN 35-1488175-medical practice-Latest filing 2025
Plans
3
Retirement
2
$90.6M assets
Welfare
1
$2.7M premiums
Participants
865
P.O. BOX 1087 - JEFFERSONVILLE, IN 471311087812-282-38991sturology.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$63.5M - 493 part#002CashBalance-$27.2M - 101 part#501Fully Insured-$2.7M - 318 lives

Retirement portfolio analytics

2 plans aggregated / $90.6M assets / 594 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $90.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • AMERICAN UNITED LIFE INSURANCE CO70%
  • (Not disclosed)30%
Total $90.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)493
  • CASH BALANCE PLAN (#002)101
Total 594Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Long-term disability$214K
  • Other$134K
  • Dental$127K
  • Vision$127K
  • Short-term disability$60K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA12%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • STERLING G THOMPSON COMPANY LLC43%
  • WILLIAM PATRICK SHANNON37%
  • ACCRETIVE WHOLESALE INSURANCE SERVI21%
  • LISA GRAVES0%
  • MARY DUFF0%
Total $153K5 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

FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN

401k

Assets$63.5M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST UROLOGY, P.S.C. CASH BALANCE PLAN

CashBalance

Assets$27.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST UROLOGY, PSC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN401k$63.5M4932024
002FIRST UROLOGY, P.S.C. CASH BALANCE PLANCashBalance$27.2M1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST UROLOGY, PSC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M3182025
Retirement plans
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