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Sponsor portfolio

NEUROSURGICAL ASSOCIATES, PC

EIN 62-0875191-medical practice-Latest filing 2025
Plans
3
Retirement
2
$30.2M assets
Welfare
1
$854K premiums
Participants
329
1932 ALCOA HIGHWAY, SUITE 360 - KNOXVILLE, TN 379201580865-524-1869neuroknox.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$26.6M - 112 part#002CashBalance-$3.5M - 85 part#501Fully Insured-$854K - 202 lives

Retirement portfolio analytics

2 plans aggregated / $30.2M assets / 197 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • ASSOCIATES, P.C. PENSION (#001)88%
  • DEFINED BENEFIT PENSION (#002)12%
Total $30.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, P.C. PENSION (#001)112
  • DEFINED BENEFIT PENSION (#002)85
Total 197Click row to drill in

Benefits portfolio analytics

1 plan / $854K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$795K
  • Dental$795K
  • Vision$795K
  • Prescription drug$795K
  • Long-term disability$49K
  • Life$10K
  • +1 more
Total $854K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • USABLE LIFE1%
Total $854K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • RICK METZELDER82%
  • THE BALDWIN GROUP WEST LLC14%
  • BALDWIN KRYSTYN SHERMAN PARTNERS3%
  • GROUP INSURANCE SERVICES INC2%
Total $60K4 slices

Plan deep-dives

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

NEUROSURGICAL ASSOCIATES, P.C. PENSION PLAN

401k

Assets$26.6M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEUROSURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$3.5M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEUROSURGICAL ASSOCIATES, PC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC

Premiums$854K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NEUROSURGICAL ASSOCIATES, P.C. PENSION PLAN401k$26.6M1122025
002NEUROSURGICAL ASSOCIATES, PC DEFINED BENEFIT PENSION PLANCashBalance$3.5M852025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEUROSURGICAL ASSOCIATES, PC HEALTH & WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC$854K2022025
Retirement plans
Welfare plans
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