Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#002)$108.2M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $117.5M assets / 526 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $644K premiums / 310 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 | DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN | 401(k) | $108.2M | 467 | 2025 |
| #004 | DES MOINES ORTHOPAEDIC SURGEONS, P.C. CASH BALANCE PLAN | Cash balance | $9.3M | 59 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | DES MOINES ORTHOPAEDIC SURGEONS PC WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $644K | 310 | 2025 |