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Sponsor portfolio

CLAY PLATTE FAMILY MEDICINE CLINIC

EIN 43-1702375-Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$345K premiums
Participants
393
5501 NW 62ND TERRACE, SUITE 100 - KANSAS CITY, MO 64151816-842-4440
Plans on this EIN
2 filings
#001401k-$19.5M - 204 part#502Fully Insured-$345K - 189 lives

Benefits portfolio analytics

1 plan / $345K premiums / 189 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$210K
  • Vision$210K
  • Life$210K
  • Short-term disability$210K
  • Other$210K
  • Long-term disability$135K
Total $345K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA61%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY39%
Total $345K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
  • MGIS0%
Total $41K2 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

CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN

401k

Assets$19.5M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLAY PLATTE FAMILY MEDICINE CLINIC, P.C. GROUP HEALTH PLAN

Fully Insured - RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA

Premiums$345K
Covered lives189
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLAY-PLATTE FAMILY MEDICINE 401(K) PLAN401k$19.5M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLAY PLATTE FAMILY MEDICINE CLINIC, P.C. GROUP HEALTH PLANFully InsuredRENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA$345K1892025
Retirement plans
Welfare plans
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