Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$352K
- Long-term disability$352K
- Other$352K
Sponsor portfolio
CEDAR VALLEY MEDICAL SPECIALISTS, P.C.
EIN 42-1417307medical practiceLatest filing 2024
Plans
4
Retirement
1
$112.7M assets
Welfare
3
$704K premiums
Participants
2,055
4150 KIMBALL AVENUE - WATERLOO, IA 50701319-235-5390cedarvalleymedical.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
4 filingsBenefits portfolio analytics
3 plans / $704K premiums / 1,120 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN
401k
Assets$112.7M
Participants666
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CEDAR VALLEY MEDICAL SPECIALISTS P. C. HEALTH PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$352K
Covered lives714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CEDAR VALLEY MEDICAL SPECIALISTS PC GROUP LIFE INSURANCE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$352K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | 401k | $112.7M | 666 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CEDAR VALLEY MEDICAL SPECIALISTS P. C. HEALTH PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $352K | 714 | 2024 | |
| 503 | CEDAR VALLEY MEDICAL SPECIALISTS PC GROUP LIFE INSURANCE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $352K | 406 | 2024 | |
| 001 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans