Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY PHYSICIANS & SURGEONS, INC.
EIN 55-0564945medical practiceLatest filing 2025
Plans
6
Retirement
2
$273.6M assets
Welfare
4
$588K premiums
Participants
9,104
Retirement portfolio analytics
2 plans aggregated / $273.6M assets / 4,666 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- TIAA100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $588K premiums / 5,389 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- STANDARD INSURANCE COMPANY78%
- NORTHWESTERN MUTUAL15%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
46%top
- MICHAEL S STUART46%
- CHRISTIE ADAMSON KINSEY46%
- WHR AGENCY INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY PHYSICIANS AND SURGEONS, INC. RETIREMENT PLAN
403b
Assets$166.7M
Participants2,406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY PHYSICIANS & SURGEONS, INC. 401(A) TIAA-CREF RETIREMENT PLAN
MoneyPurchase
Assets$106.9M
Participants2,260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
UNIVERSITY PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$299K
Covered lives1,457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
UNIVERSITY PHYSICIANS & SURGEONS, INC. GROUP LIFE INSURANCE PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$266K
Covered lives1,422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
UNIVERSITY PHYSICIANS & SURGEONS, INC. RESIDENTS DISABILITY PLAN
Fully Insured - GUARDIAN
Premiums$23K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
UNIVERSITY PHYSICIANS & SURGEONS, INC. GROUP HEALTH INSURANCE PLAN
Fully Insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA
Premiums$0
Covered lives2,221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY PHYSICIANS AND SURGEONS, INC. RETIREMENT PLAN | 403b | $166.7M | 2,406 | 2024 | |
| 002 | UNIVERSITY PHYSICIANS & SURGEONS, INC. 401(A) TIAA-CREF RETIREMENT PLAN | MoneyPurchase | $106.9M | 2,260 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | UNIVERSITY PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $299K | 1,457 | 2025 | |
| 504 | UNIVERSITY PHYSICIANS & SURGEONS, INC. GROUP LIFE INSURANCE PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $266K | 1,422 | 2024 | |
| 503 | UNIVERSITY PHYSICIANS & SURGEONS, INC. RESIDENTS DISABILITY PLAN | Fully Insured | GUARDIAN | $23K | 289 | 2025 | |
| 505 | UNIVERSITY PHYSICIANS & SURGEONS, INC. GROUP HEALTH INSURANCE PLAN | Fully Insured | HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA | $0 | 2,221 | 2025 |
Retirement plans
Welfare plans