Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SURGICAL CLINIC, PLLC
EIN 62-1699673medical practiceLatest filing 2024
Plans
3
Retirement
2
$66.2M assets
Welfare
1
$1.5M premiums
Participants
545
410 42ND AVE N, SUITE 400 - NASHVILLE, TN 37209615-346-6200tsclinic.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $66.2M assets / 358 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
90%top
- NWPS90%
- (Not disclosed)10%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 356 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$870K
- Stop-loss$870K
- Life$485K
- Short-term disability$485K
- Long-term disability$485K
- Dental$127K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
58%top
- SUN LIFE ASSURANCE COMPANY OF CANADA58%
- PRINCIPAL LIFE INSURANCE COMPANY32%
- DELTA DENTAL OF CALIFORNIA8%
- HUMANA INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- PRUDENT STREET FINANCIAL ADVISORS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN
401k
Assets$59.8M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE SURGICAL CLINIC, PLLC 2021 CASH BALANCE PLAN
CashBalance
Assets$6.4M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SURGICAL CLINIC WELFARE BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.5M
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN | 401k | $59.8M | 278 | 2024 | |
| 004 | THE SURGICAL CLINIC, PLLC 2021 CASH BALANCE PLAN | CashBalance | $6.4M | 80 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SURGICAL CLINIC WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 356 | 2024 |
Retirement plans
Welfare plans