Assets by plan
Share of aggregate retirement assets
- PLAN FOR CRNAS (#007)$52.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $137.3M assets / 238 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $366K premiums / 261 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Cash balance
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN | 401(k) | $72.7M | 94 | 2025 |
| #007 | KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES' 401(K) PROFIT-SHARING PLAN FOR CRNAS | 401(k) | $52.7M | 88 | 2025 |
| #008 | KALAMAZOO ANESTHESIOLOGY, P.C. DEFINED BENEFIT PENSION PLAN | Cash balance | $11.8M | 56 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | KALAMAZOO ANESTHESIOLOGY HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $366K | 261 | 2025 |