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Sponsor portfolio

SEVEN HILLS ANESTHESIA

EIN 46-3521076-medical practice-Latest filing 2025
Plans
3
Retirement
2
$233.1M assets
Welfare
1
$5.3M premiums
Participants
1,024
10191 EVENDALE COMMONS DRIVE - CINCINNATI, OH 45241513-817-1170sevenhillsanesthesia.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$204.2M - 412 part#002CashBalance-$28.9M - 302 part#501Fully Insured-$5.3M - 1,139 lives

Retirement portfolio analytics

2 plans aggregated / $233.1M assets / 714 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • DEFINED BENEFIT PLAN (#002)12%
Total $233.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • ASCENSUS LLC88%
  • (Not disclosed)12%
Total $233.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)412
  • DEFINED BENEFIT PLAN (#002)302
Total 714Click row to drill in

Benefits portfolio analytics

1 plan / $5.3M premiums / 1,139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Life$644K
  • Short-term disability$644K
  • Long-term disability$644K
  • Other$644K
  • Dental$192K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITED HEALTHCARE INSURANCE COMPANY84%
  • HARTFORD LIFE AND ACCIDENT12%
  • DELTA DENTAL OF CALIFORNIA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $5.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • WATCHTOWER BENEFITS, LLC6%
  • HORAN ASSOCIATES INC.2%
Total $158K3 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

SEVEN HILLS ANESTHESIA, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$204.2M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLAN

CashBalance

Assets$28.9M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEVEN HILLS ANESTHESIA LLC WELFARE BENEFIT PLANS

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives1,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SEVEN HILLS ANESTHESIA, LLC 401(K) PROFIT SHARING PLAN401k$204.2M4122024
002SEVEN HILLS ANESTHESIA, LLC DEFINED BENEFIT PLANCashBalance$28.9M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEVEN HILLS ANESTHESIA LLC WELFARE BENEFIT PLANSFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$5.3M1,1392025
Retirement plans
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