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Sponsor portfolio

JERVEY EYE GROUP, P.A.

EIN 57-0996196-medical practice-Latest filing 2025
Plans
2
Retirement
1
$17.3M assets
Welfare
1
$186K premiums
Participants
278
601 HALTON RD - GREENVILLE, SC 296073403864-458-3996jervey.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$17.3M - 138 part#502Mixed-$186K - 140 lives

Benefits portfolio analytics

1 plan / $186K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$71K
  • Other$51K
  • Long-term disability$34K
  • Life$33K
  • Short-term disability$30K
Total $186K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $186K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ECM BENEFITS LLC67%
  • FULCRUM RISK SOLUTIONS29%
  • IMA, INC.5%
Total $24K3 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

JERVEY EYE GROUP, P. A. RETIREMENT PLAN

401k

Assets$17.3M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JERVEY EYE GROUP, P.A. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$186K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JERVEY EYE GROUP, P. A. RETIREMENT PLAN401k$17.3M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JERVEY EYE GROUP, P.A. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$186K1402025
Retirement plans
Welfare plans
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