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Sponsor portfolio

CHA OBGYN, P.C.

EIN 47-4056884-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$1.1M assets
Welfare
1
$3K premiums
Participants
12
6290 ABBOTTS BRIDGE RD SUITE 201 - JOHNS CREEK, GA 30097470-395-4871
Plans on this EIN
3 filings
#003CashBalance-$748K - 4 part#001401k-$398K - 6 part#501Self Funded-$3K - 2 lives

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PLAN & TRUST (#003)65%
  • PLAN & TRUST (#001)35%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • PLAN & TRUST (#003)4
Total 10Click row to drill in

Benefits portfolio analytics

1 plan / $3K premiums / 2 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3K
  • Stop-loss$3K
Total $3K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NATIONAL FRANCHISEE ASSOCIATION HEALTH PLUS-CELL100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CHA OBGYN CASH BALANCE PLAN & TRUST

CashBalance

Assets$748K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHA OBGYN 401K PROFIT SHARING PLAN & TRUST

401k

Assets$398K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMPLOYEE HEALTH PLAN OF CHA OB/GYN PC

Self Funded - NATIONAL FRANCHISEE ASSOCIATION HEALTH PLUS-CELL

Premiums$3K
Covered lives2
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CHA OBGYN CASH BALANCE PLAN & TRUSTCashBalance$748K42025
001CHA OBGYN 401K PROFIT SHARING PLAN & TRUST401k$398K62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMPLOYEE HEALTH PLAN OF CHA OB/GYN PCSelf FundedNATIONAL FRANCHISEE ASSOCIATION HEALTH PLUS-CELL$3K22025
Retirement plans
Welfare plans
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