Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Other$152K
- Life$114K
- Long-term disability$114K
- Vision$7K
Sponsor portfolio
SOUTH LAKE CLINIC, P.A.
EIN 41-1240834medical practiceLatest filing 2024
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$1.5M premiums
Participants
266
17705 HUTCHINS DRIVE, SUITE 250 - MINNETONKA, MN 55345952-401-8300LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 150 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- HEALTHPARTNERS INSURANCE COMPANY89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
64%top
- HAYS COMPANIES, INC.64%
- BROWN & BROWN INSURANCE SERVICES26%
- MARC A GROVE10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN
401k
Assets$20.6M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTH LAKE CLINIC, P.A. HEALTH AND WELFARE PLAN
Mixed - HEALTHPARTNERS INSURANCE COMPANY
Premiums$1.5M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTH LAKE CLINIC, P. A. EMPLOYEES' PROFIT SHARING PLUS PLAN | 401k | $20.6M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTH LAKE CLINIC, P.A. HEALTH AND WELFARE PLAN | Mixed | HEALTHPARTNERS INSURANCE COMPANY | $1.5M | 150 | 2024 |
Retirement plans
Welfare plans