Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$166.3M
Filings through .
The Campbell Clinic, P.C.
EIN 62-0811256health, wellness and fitnessLatest filing 2025
Plans
4
Retirement
2
$204.5M assets
Health & Benefits
2
$1.3M premiums
Participants
2,567
1400 SOUTH GERMANTOWN ROAD GERMANTO - GERMANTOWN, TN 38138901-759-3264LinkedIn51-200 employeeshealth, wellness and fitness
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $204.5M assets / 1,607 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$38.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.3M premiums / 1,342 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$716K
- Life$705K
- Short-term disability$705K
- Long-term disability$705K
- Dental$477K
- Vision$74K
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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#001
THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST
401(k)
Assets$166.3M
Participants1,234
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN
Cash balance
Assets$38.2M
Participants373
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
CAMPBELL CLINIC HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.3M
Covered lives1,342
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#525
CAMPBELL CLINIC HEALTH REIMBURSMENT ARRANGEMENT
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST | 401(k) | $166.3M | 1,234 | 2025 |
| #003 | CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN | Cash balance | $38.2M | 373 | 2025 |
- #001 · 401(k) · 20251,234
- #003 · Cash balance · 2025373
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | CAMPBELL CLINIC HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.3M | 1,342 | 2025 |
| #525 | CAMPBELL CLINIC HEALTH REIMBURSMENT ARRANGEMENT | Self-funded | - | $0 | 0 | 2024 |
- #505 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 20251,342
- #525 · Self-funded · 20240
Retirement plans
Health & Benefits plans