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Sponsor portfolio

GASTROINTESTINAL ASSOCIATES, S.C.

EIN 39-1735324-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$29.0M assets
Welfare
1
$316K premiums
Participants
447
411 WESTWOOD DRIVE - WAUSAU, WI 54401715-847-2558LinkedIn51-200 employees
Plans on this EIN
3 filings
#002401k-$25.0M - 157 part#003CashBalance-$4.0M - 144 part#504Mixed-$316K - 196 lives

Retirement portfolio analytics

2 plans aggregated / $29.0M assets / 301 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#002)86%
  • CASH BALANCE PLAN (#003)14%
Total $29.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)157
  • CASH BALANCE PLAN (#003)144
Total 301Click row to drill in

Benefits portfolio analytics

1 plan / $316K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$110K
  • Other$104K
  • Dental$90K
  • Vision$12K
  • Life$11K
Total $316K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA68%
  • DELTA DENTAL OF CALIFORNIA28%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $316K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ANSAY & ASSOCIATES LLC76%
  • WISCONSIN MEDICAL SOCIETY INS24%
  • MGIS0%
Total $38K3 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

GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN

401k

Assets$25.0M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GASTROINTESTINAL ASSOCIATES, S.C. CASH BALANCE PLAN

CashBalance

Assets$4.0M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GASTROINTESTINAL ASSOCIATES, S.C. WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$316K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN401k$25.0M1572025
003GASTROINTESTINAL ASSOCIATES, S.C. CASH BALANCE PLANCashBalance$4.0M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GASTROINTESTINAL ASSOCIATES, S.C. WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$316K1962025
Retirement plans
Welfare plans
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