PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Primary Surgical, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Primary Surgical, Inc.

EIN 46-0403563-Latest filing 2025
Plans
2
Retirement
1
$26.7M assets
Health & Benefits
1
$30K premiums
Participants
127
4910 SOUTH ISABEL PLACE, SUITE 200 - SIOUX FALLS, SD 57108612-746-8000
Plans on this EIN
2 filings
#002401(k)-$26.7M - 127 part#501Fully insured-$30K - 104 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $30K premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$30K
  • Long-term disability$30K
  • Other$30K
Total $30K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ZB DAVIS 401(K) PLAN

401(k)

Assets$26.7M
Participants127
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PRIMARY SURGICAL, INC. LIFE INSURANCE PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$30K
Covered lives104
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ZB DAVIS 401(K) PLAN401(k)$26.7M1272024
  • ZB DAVIS 401(K) PLAN$26.7M
    #002 · 401(k) · 2024127

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PRIMARY SURGICAL, INC. LIFE INSURANCE PLANFully insuredHARTFORD LIFE AND ACCIDENT$30K1042025
  • PRIMARY SURGICAL, INC. LIFE INSURANCE PLAN$30K
    #501 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025104
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica