Assets by plan
Share of aggregate retirement assets
- SHARING 401K PLAN (#002)$41.4M
- CASH BALANCE PLAN (#003)$14.5M
Filings through .
Southeastern Retina Associates, PC
EIN 62-1094813medical practiceLatest filing 2025
Plans
3
Retirement
2
$56.0M assets
Health & Benefits
1
$2.5M premiums
Participants
1,162
9050 EXECUTIVE PARK DRIVE, SUITE A202 - KNOXVILLE, TN 37923865-474-7596southeasternretina.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $56.0M assets / 807 participants
Participants by plan
Active + retired + deferred vested
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
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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#002
SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN
401(k)
Assets$41.4M
Participants361
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN
Cash balance
Assets$14.5M
Participants446
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
SOUTHEASTERN RETINA ASSOCIATES, PC, EMPLOYEE BENEFITS PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF EAST TENNESSEE, INC
Premiums$2.5M
Covered lives376
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN | 401(k) | $41.4M | 361 | 2025 |
| #003 | SOUTHEASTERN RETINA ASSOCIATES, PC CASH BALANCE PLAN | Cash balance | $14.5M | 446 | 2025 |
- #002 · 401(k) · 2025361
- #003 · Cash balance · 2025446
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SOUTHEASTERN RETINA ASSOCIATES, PC, EMPLOYEE BENEFITS PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF EAST TENNESSEE, INC | $2.5M | 376 | 2025 |
- #503 · Fully insured · BLUE CROSS AND BLUE SHIELD OF EAST TENNESSEE, INC · 2025376
Retirement plans
Health & Benefits plans