Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GILBERT, BARBEE, MOORE & MCILVOY, P.S.C.
EIN 61-0700826medical practiceLatest filing 2024
Plans
4
Retirement
3
$195.0M assets
Welfare
1
$1.8M premiums
Participants
3,670
Retirement portfolio analytics
3 plans aggregated / $195.0M assets / 2,578 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- THE VANGUARD GROUP, INC.96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 1,656 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Dental$552K
- Vision$112K
Carrier market share
Premium dollars by Schedule A carrier
63%top
- SYMETRA LIFE INSURANCE COMPANY63%
- PARAMOUNT DENTAL30%
- EYEMED VISION CARE6%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
99%top
- GALLAGHER BENEFIT SERVICES, INC.99%
- HOUCHENS INSURANCE GROUP INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN
401k
Assets$187.2M
Participants1,643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
GRAVES-GILBERT CLINIC CASH BALANCE PLAN
CashBalance
Assets$7.5M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN
ProfitSharing
Assets$305K
Participants812
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GRAVES-GILBERT CLINIC EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives1,656
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRAVES-GILBERT CLINIC REVISED PROFIT SHARING PLAN | 401k | $187.2M | 1,643 | 2024 | |
| 005 | GRAVES-GILBERT CLINIC CASH BALANCE PLAN | CashBalance | $7.5M | 123 | 2024 | |
| 004 | GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN | ProfitSharing | $305K | 812 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GRAVES-GILBERT CLINIC EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $1.8M | 1,656 | 2024 |
Retirement plans
Welfare plans