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  2. PONTE VEDRA PLASTIC SURGERY, P.A.
Sponsor portfolio

PONTE VEDRA PLASTIC SURGERY, P.A.

EIN 59-3193989-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$204K assets
Welfare
1
$41K premiums
Participants
55
209 PONTE VEDRA PARK DRIVE - PONTE VEDRA BEACH, FL 32082904-273-6200
Plans on this EIN
2 filings
#003CashBalance-$204K - 55 part#501Fully Insured-$41K - 102 lives

Benefits portfolio analytics

1 plan / $41K premiums / 102 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $41K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PONTE VEDRA PLASTIC SURGERY, PA CASH BALANCE PLAN

CashBalance

Assets$204K
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PONTE VEDRA PLASTIC SURGERY BENEFITS PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$41K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PONTE VEDRA PLASTIC SURGERY, PA CASH BALANCE PLANCashBalance$204K552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PONTE VEDRA PLASTIC SURGERY BENEFITS PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$41K1022024
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