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EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION

EIN 41-0949999-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$297.1M assets
Welfare
1
$2.1M premiums
Participants
1,155
4300 MARKETPOINTE DRIVE SUITE 100 - BLOOMINGTON, MN 55435952-835-9880eppahealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$294.4M - 687 part#002CashBalance-$2.7M - 86 part#501Mixed-$2.1M - 466 lives

Retirement portfolio analytics

2 plans aggregated / $297.1M assets / 773 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • PROFIT SHARING 401(K) (#001)99%
  • CASH BALANCE PENSION (#002)1%
Total $297.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • CHARLES SCHWAB & CO., INC.99%
  • (Not disclosed)1%
Total $297.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)687
  • CASH BALANCE PENSION (#002)86
Total 773Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Life$1.0M
  • Long-term disability$1.0M
  • Stop-loss$718K
Total $2.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • MEDICA INSURANCE COMPANY35%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • CHRISTENSEN GROUP INC76%
  • THE CHISTENSEN GROUP INC16%
  • NFP INSURANCE SERVICES INC7%
  • ASSUREX1%
  • AON CONSULTING INC0%
Total $91K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN

401k

Assets$294.4M
Participants687
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION CASH BALANCE PENSION PLAN

CashBalance

Assets$2.7M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.1M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN401k$294.4M6872024
002EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION CASH BALANCE PENSION PLANCashBalance$2.7M862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$2.1M4662024
Retirement plans
Welfare plans
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