PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TRUSTED DOCTORS, LLC
Sponsor portfolio

TRUSTED DOCTORS, LLC

EIN 54-0967672-medical practice-Latest filing 2025
Plans
2
Retirement
1
$62.5M assets
Welfare
1
$4.8M premiums
Participants
1,789
13135 ROUTE 50, SUITE 300 - FAIRFAX, VA 22033703-391-0900trusted-doctors.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$62.5M - 989 part#502Fully Insured-$4.8M - 955 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 955 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Vision$4.1M
  • Prescription drug$4.1M
  • Life$665K
  • Other$665K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA14%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • PATRIOT GROWTH INSURANCE SERVICES81%
  • EMLYN MARSTELLER IV9%
  • GREG W WOOLLEY4%
  • MULLANEY ENTERPRISES LLC3%
  • MARKS BENEFIT MANAGEMENT LLC2%
  • +2 more
Total $271K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRUSTED DOCTORS LLC 401K PLAN

401k

Assets$62.5M
Participants989
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

TRUSTED DOCTORS, LLC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.8M
Covered lives955
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002TRUSTED DOCTORS LLC 401K PLAN401k$62.5M9892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502TRUSTED DOCTORS, LLC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.8M9552025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica