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  2. THE IOWA CLINIC, P.C.
Sponsor portfolio

THE IOWA CLINIC, P.C.

EIN 42-1420077-hospital & health care-Latest filing 2024
Plans
9
Retirement
1
$328.9M assets
Welfare
8
$1.7M premiums
Participants
8,350
5950 UNIVERSITY AVENUE, STE 331 - WEST DES MOINES, IA 502668289515-875-9129iowaclinic.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
9 filings
#001401k-$328.9M - 1,817 part#513Fully Insured-$942K - 1,034 lives#510Mewa-$471K - 892 lives#514Fully Insured-$169K - 871 lives#518Fully Insured-$89K - 771 lives#515Mixed-$41K - 15 lives#001Fully Insured-2 lives#511Fully Insured-828 lives#517Mewa-0 lives

Benefits portfolio analytics

8 plans / $1.7M premiums / 4,413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.1M
  • Long-term disability$942K
  • Stop-loss$471K
  • Life$169K
  • Vision$89K
  • Other$41K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • HARTFORD LIFE AND ACCIDENT55%
  • BLUE CROSS OF CALIFORNIA27%
  • RELIASTAR LIFE INSURANCE COMPANY10%
  • VERATRUS BENEFIT SOLUTIONS5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • +2 more
Total $1.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • GALLAGHER BENEFIT SERVICES, INC.70%
  • LOCKTON COMPANIES, LLC30%
  • HOLMES MURPHY & ASSOCIATES0%
Total $101K3 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

THE IOWA CLINIC 401(K) PROFIT SHARING PLAN

401k

Assets$328.9M
Participants1,817
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

THE IOWA CLINIC, P.C. LONG-TERM AND SHORT-TERM DISABILITY PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$942K
Covered lives1,034
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE IOWA CLINIC P.C. HEALTH INSURANCE PLAN

Mewa - WELLMARK BLUE CROSS & BLUE SHIELD OF IOWA

Premiums$471K
Covered lives892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

THE IOWA CLINIC, P.C. LIFE INSURANCE PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY

Premiums$169K
Covered lives871
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

THE IOWA CLINIC, P.C. VISION BENEFITS PLAN

Fully Insured - VERATRUS BENEFIT SOLUTIONS

Premiums$89K
Covered lives771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

THE IOWA CLINIC, P.C. LONG TERM CARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$41K
Covered lives15
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

THE IOWA CLINIC 401(K) PROFIT SHARING PLAN

Fully Insured - ATHENE LIFE & ANNUITY INSURANCE COMPANY

Premiums$0
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THE IOWA CLINIC, P.C. DENTAL PREMIUM PLAN

Fully Insured - DELTA DENTAL OF IOWA

Premiums$0
Covered lives828
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

THE IOWA CLINIC, P.C. FLEXIBLE BENEFITS PLAN

Mewa

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE IOWA CLINIC 401(K) PROFIT SHARING PLAN401k$328.9M1,8172024

Welfare plans8

Plan #NameFundingCarrierPremiumsCoveredLatest year
513THE IOWA CLINIC, P.C. LONG-TERM AND SHORT-TERM DISABILITY PLANFully InsuredHARTFORD LIFE AND ACCIDENT$942K1,0342024
510THE IOWA CLINIC P.C. HEALTH INSURANCE PLANMewaWELLMARK BLUE CROSS & BLUE SHIELD OF IOWA$471K8922024
514THE IOWA CLINIC, P.C. LIFE INSURANCE PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY$169K8712024
518THE IOWA CLINIC, P.C. VISION BENEFITS PLANFully InsuredVERATRUS BENEFIT SOLUTIONS$89K7712024
515THE IOWA CLINIC, P.C. LONG TERM CARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$41K152024
001THE IOWA CLINIC 401(K) PROFIT SHARING PLANFully InsuredATHENE LIFE & ANNUITY INSURANCE COMPANY$022024
511THE IOWA CLINIC, P.C. DENTAL PREMIUM PLANFully InsuredDELTA DENTAL OF IOWA$08282024
517THE IOWA CLINIC, P.C. FLEXIBLE BENEFITS PLANMewa-$002024
Retirement plans
Welfare plans
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