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Sponsor portfolio

CAMPBELL CLINIC, P.C.

EIN 62-0811256-health, wellness and fitness-Latest filing 2025
Plans
4
Retirement
2
$183.8M assets
Welfare
2
$1.3M premiums
Participants
2,500
1400 SOUTH GERMANTOWN ROAD - GERMANTOWN, TN 38138901-759-3105LinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
4 filings
#001401k-$148.2M - 1,117 part#003CashBalance-$35.6M - 423 part#505Mixed-$1.3M - 1,342 lives#525Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $183.8M assets / 1,540 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PLAN AND TRUST (#001)81%
  • CASH BALANCE PENSION (#003)19%
Total $183.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
81%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY81%
  • (Not disclosed)19%
Total $183.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)1,117
  • CASH BALANCE PENSION (#003)423
Total 1,540Click row to drill in

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
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA56%
  • DELTA DENTAL OF CALIFORNIA38%
  • VISION SERVICE PLAN6%
  • CONCERN EAP1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $142K1 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

THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST

401k

Assets$148.2M
Participants1,117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$35.6M
Participants423
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CAMPBELL CLINIC HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives1,342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

CAMPBELL CLINIC HEALTH REIMBURSMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST401k$148.2M1,1172024
003CAMPBELL CLINIC, P.C. CASH BALANCE PENSION PLANCashBalance$35.6M4232024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CAMPBELL CLINIC HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M1,3422025
525CAMPBELL CLINIC HEALTH REIMBURSMENT ARRANGEMENTSelf Funded-$002024
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