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Sponsor portfolio

CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA

EIN 59-3338654-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$1.6M premiums
Participants
263
6022 BLUE CIRCLE DRIVE, MN103-0300 - MINNETONKA, MN 55343952-936-1300
Plans on this EIN
2 filings
#001401k-$18.0M - 169 part#501Fully Insured-$1.6M - 195 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$255K
  • Vision$255K
  • Life$255K
  • Short-term disability$255K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • BLUE CROSS OF CALIFORNIA45%
  • UPMC HEALTH OPTIONS40%
  • PRINCIPAL LIFE INSURANCE COMPANY16%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $113K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA 401(K) PLAN

401k

Assets$18.0M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.6M
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA 401(K) PLAN401k$18.0M1692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.6M1952024
Retirement plans
Welfare plans
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