Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $29.0M assets / 301 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $316K premiums / 196 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)
Cash balance
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN | 401(k) | $25.0M | 157 | 2025 |
| #003 | GASTROINTESTINAL ASSOCIATES, S.C. CASH BALANCE PLAN | Cash balance | $4.0M | 144 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | GASTROINTESTINAL ASSOCIATES, S.C. WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $316K | 196 | 2025 |