Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
CashBalance
CashBalance
Fully Insured - RELIANCE MATRIX
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. 401(K) PROFIT SHARING PLAN | 401k | $43.2M | 455 | 2024 | |
| 004 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. CASH BALANCE PENSION PLAN II | CashBalance | $3.8M | 52 | 2025 | |
| 003 | DIGESTIVE HEALTHCARE OF GEORGIA, P.C. CASH BALANCE PENSION PLAN | CashBalance | $263K | 0 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DIGESTIVE HEALTHCARE OF GEORGIA PC WELFARE BENEFIT PLAN | Fully Insured | RELIANCE MATRIX | $174K | 260 | 2025 |