Assets by plan
Share of aggregate retirement assets
Filings through .
Clay Eye Physicians and Surgeons - Harris, Wilcox and Donovan, PA
EIN 59-1910113medical practiceLatest filing 2025
Plans
3
Retirement
2
$21.8M assets
Health & Benefits
1
$124K premiums
Participants
473
2023 PROFESSIONAL CENTER DR - ORANGE PARK, FL 32073604-272-2020LinkedIn11-50 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $21.8M assets / 331 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $124K premiums / 142 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$60K
- Life$32K
- Short-term disability$32K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN
401(k)
Assets$19.0M
Participants199
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005
Cash balance
Assets$2.8M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLAY EYE PHYSICIANS AND SURGEONS - HARRIS, WILCOX AND DONOVAN, PA
Fully insured - STANDARD INSURANCE COMPANY
Premiums$124K
Covered lives142
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CLAY EYE PHYSICIANS & SURGEONS 401(K) PROFIT SHARING PLAN | 401(k) | $19.0M | 199 | 2024 |
| #005 | CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005 | Cash balance | $2.8M | 132 | 2024 |
- #002 · 401(k) · 2024199
- #005 · Cash balance · 2024132
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · STANDARD INSURANCE COMPANY · 2025142
Retirement plans
Health & Benefits plans