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Sponsor portfolio

UNIVERSITY SURGICAL ASSOCIATES, LLC

EIN 62-1658774-medical practice-Latest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$142K premiums
Participants
371
979 EAST 3RD STREET, SUITE C-300 - CHATTANOOGA, TN 37403423-267-0466universitysurgical.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#003401k-$12.1M - 260 part#502Mixed-$142K - 155 lives

Benefits portfolio analytics

1 plan / $142K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$55K
  • Dental$51K
  • Vision$51K
  • Long-term disability$37K
  • Life$22K
  • Short-term disability$16K
Total $142K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY65%
  • BLUE CROSS OF CALIFORNIA35%
Total $142K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • HUB INTERNATIONAL MIDWEST LIMITED70%
  • THE CASON GROUP INC11%
  • DOUGLAS ALLEN FREEMAN11%
  • AUSTIN MADISON8%
Total $23K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN

401k

Assets$12.1M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIVERSITY SURGICAL ASSOCIATES, PLLC. EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC

Premiums$142K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003UNIVERSITY SURGICAL ASSOCIATES, LLC 401-K PROFIT SHARING PLAN401k$12.1M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIVERSITY SURGICAL ASSOCIATES, PLLC. EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC$142K1552025
Retirement plans
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