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Sponsor portfolioTH

KALAMAZOO ANESTHESIOLOGY, P.C.

EIN 38-1866192-hospital & health care-Latest filing 2025
Plans
4
Retirement
3
$137.3M assets
Welfare
1
$366K premiums
Participants
378
900 PEELER ST - KALAMAZOO, MI 49008269-345-8618kalamazooanesthesiology.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
4 filings
#002401k-$72.7M - 94 part#007401k-$52.7M - 88 part#008CashBalance-$11.8M - 56 part#505Mixed-$366K - 261 lives

Retirement portfolio analytics

3 plans aggregated / $137.3M assets / 238 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#002)53%
  • PLAN FOR CRNAS (#007)38%
  • DEFINED BENEFIT PENSION (#008)9%
Total $137.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)94
  • PLAN FOR CRNAS (#007)88
  • DEFINED BENEFIT PENSION (#008)56
Total 238Click row to drill in

Benefits portfolio analytics

1 plan / $366K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$352K
  • Short-term disability$352K
  • Long-term disability$352K
  • Other$352K
  • Vision$14K
Total $366K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY96%
  • EYEMED VISION CARE4%
Total $366K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERIT BENEFIT ADVISORS, LLC100%
Total $25K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$72.7M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES' 401(K) PROFIT-SHARING PLAN FOR CRNAS

401k

Assets$52.7M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

KALAMAZOO ANESTHESIOLOGY, P.C. DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$11.8M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KALAMAZOO ANESTHESIOLOGY HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$366K
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN401k$72.7M942025
007KALAMAZOO ANESTHESIOLOGY, P.C. EMPLOYEES' 401(K) PROFIT-SHARING PLAN FOR CRNAS401k$52.7M882025
008KALAMAZOO ANESTHESIOLOGY, P.C. DEFINED BENEFIT PENSION PLANCashBalance$11.8M562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KALAMAZOO ANESTHESIOLOGY HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$366K2612025
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