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Sponsor portfolioTH

GRAND TRAVERSE OPHTHALMOLOGY CLINIC, P.C.

EIN 38-1950606-medical practice-Latest filing 2025
Plans
2
Retirement
1
$19.4M assets
Welfare
1
$791K premiums
Participants
216
929 BUSINESS PARK DRIVE - TRAVERSE CITY, MI 49686231-947-6246gtoc.netLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$19.4M - 119 part#501Mixed-$791K - 135 lives

Benefits portfolio analytics

1 plan / $791K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$732K
  • Prescription drug$732K
  • Dental$57K
  • Life$3K
  • Other$3K
Total $791K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • PRIORITY HEALTH93%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $791K3 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • DOUGLAS CALKINS91%
  • MSMS PHYSICIANS INSURANCE AGENCY7%
  • LIGHTHOUSE GROUP1%
Total $24K3 slices

Plan deep-dives

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

GRAND TRAVERSE OPHTHALMOLOGY CLINIC, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$19.4M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRAND TRAVERSE OPHTHALMOLOGY CLINIC

Mixed - PRIORITY HEALTH

Premiums$791K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GRAND TRAVERSE OPHTHALMOLOGY CLINIC, P.C. 401(K) PROFIT SHARING PLAN401k$19.4M1192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRAND TRAVERSE OPHTHALMOLOGY CLINICMixedPRIORITY HEALTH$791K1352024
Retirement plans
Welfare plans
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