PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOUTHEASTERN RETINA ASSOCIATES, P.C.
Sponsor portfolio

SOUTHEASTERN RETINA ASSOCIATES, P.C.

EIN 62-1094813-medical practice-Latest filing 2025
Plans
3
Retirement
2
$50.5M assets
Welfare
1
$2.5M premiums
Participants
1,093
9050 EXECUTIVE PARK DR STE 202A - KNOXVILLE, TN 379234670865-934-3860southeasternretina.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$37.3M - 385 part#003CashBalance-$13.2M - 353 part#503Fully Insured-$2.5M - 376 lives

Retirement portfolio analytics

2 plans aggregated / $50.5M assets / 738 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • SHARING 401K PLAN (#002)74%
  • CASH BALANCE PLAN (#003)26%
Total $50.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#002)385
  • CASH BALANCE PLAN (#003)353
Total 738Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 376 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Vision$2.3M
  • Dental$114K
  • Life$29K
  • Short-term disability$29K
  • Long-term disability$29K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • RYAN GROSE100%
  • HIGGINBOTHAM INS AGENCY INC0%
Total $7.7M2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN

401k

Assets$37.3M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN

CashBalance

Assets$13.2M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SOUTHEASTERN RETINA ASSOCIATES, PC, EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF EAST TENNESSEE, INC

Premiums$2.5M
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN401k$37.3M3852024
003SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLANCashBalance$13.2M3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SOUTHEASTERN RETINA ASSOCIATES, PC, EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF EAST TENNESSEE, INC$2.5M3762025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica