Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAY AREA SURGICAL SPECIALISTS, INC.
EIN 56-2605608medical practiceLatest filing 2025
Plans
5
Retirement
4
$240.9M assets
Welfare
1
$2.4M premiums
Participants
3,611
2637 SHADELANDS DRIVE - WALNUT CREEK, CA 94598925-322-2742bassmedicalgroup.comLinkedIn1001-5000 employeesmedical practice
Retirement portfolio analytics
4 plans aggregated / $240.9M assets / 2,371 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
66%top
- JOHN HANCOCK LIFE INSURANCE COMPANY66%
- TD AMERITRADE, INC.23%
- (Not disclosed)11%
Participants by plan
Active + retired + deferred vested
- 401(K) PLAN I (#001)1,420
Benefits portfolio analytics
1 plan / $2.4M premiums / 1,445 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Long-term disability$389K
- Other$275K
- Life$179K
- Short-term disability$54K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- KAISER FOUNDATION HEALTH PLAN INC63%
- LIFE INSURANCE COMPANY OF NORTH AMERICA27%
- AFLAC10%
Broker market share
Schedule A broker compensation
87%top
- ACRISURE LLC87%
- VARIOUS - SEE ATTACHED13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BASS MEDICAL GROUP 401(K) PLAN I
401k
Assets$160.0M
Participants1,420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BASS CASH BALANCE PLAN
CashBalance
Assets$55.3M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T
TraditionalDB
Assets$17.3M
Participants699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BASS MEDICAL GROUP 401(K) PLAN II
401k
Assets$8.3M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BASS MEDICAL GROUP HEALTH & WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.4M
Covered lives1,445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BASS MEDICAL GROUP 401(K) PLAN I | 401k | $160.0M | 1,420 | 2024 | |
| 003 | BASS CASH BALANCE PLAN | CashBalance | $55.3M | 186 | 2024 | |
| 002 | BAY AREA SURGICAL SPECIALISTS DEFINED BENEFIT PP&T | TraditionalDB | $17.3M | 699 | 2024 | |
| 004 | BASS MEDICAL GROUP 401(K) PLAN II | 401k | $8.3M | 66 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BASS MEDICAL GROUP HEALTH & WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $2.4M | 1,445 | 2025 |
Retirement plans
Welfare plans