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Sponsor portfolio

CLINICAL ASSOCIATES, P.A.

EIN 46-5765243-medical practice-Latest filing 2025
Plans
2
Retirement
1
$788K assets
Welfare
1
$1.4M premiums
Participants
269
515 FAIRMOUNT AVENUE, SUITE 400 - TOWSON, MD 21286410-769-6265clinicalassociatesmd.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$788K - 139 part#503Fully Insured-$1.4M - 130 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Life$41K
  • Short-term disability$41K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • HARTFORD LIFE AND ACCIDENT3%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • RIGGS COUNSELMAN MICHAELS & DOWNES65%
  • AMWINS20%
  • PSA FINANCIAL, INC.15%
Total $59K3 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

CLINICAL ASSOCIATES, P.A. 401(K) PLAN

401k

Assets$788K
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CLINICAL ASSOCIATES, P.A. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST OF MARYLAND, INC.

Premiums$1.4M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLINICAL ASSOCIATES, P.A. 401(K) PLAN401k$788K1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CLINICAL ASSOCIATES, P.A. HEALTH AND WELFARE BENEFIT PLANFully InsuredCAREFIRST OF MARYLAND, INC.$1.4M1302025
Retirement plans
Welfare plans
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