Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLAY EYE PHYSICIANS AND SURGEONS - HARRIS, WILCOX AND DONOVAN, PA
EIN 59-1910113medical practiceLatest filing 2025
Plans
3
Retirement
2
$21.8M assets
Welfare
1
$124K premiums
Participants
473
2023 PROFESSIONAL CENTER DR - ORANGE PARK, FL 32073604-272-2020LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.8M assets / 331 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $124K premiums / 142 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$60K
- Life$32K
- Short-term disability$32K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- WINGATE INSURANCE GROUP, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN
401k
Assets$19.0M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005
CashBalance
Assets$2.8M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLAY EYE PHYSICIANS AND SURGEONS - HARRIS, WILCOX AND DONOVAN, PA
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$124K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | 401k | $19.0M | 199 | 2024 | |
| 005 | CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005 | CashBalance | $2.8M | 132 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLAY EYE PHYSICIANS AND SURGEONS - HARRIS, WILCOX AND DONOVAN, PA | Fully Insured | STANDARD INSURANCE COMPANY | $124K | 142 | 2025 |
Retirement plans
Welfare plans