Assets by plan
Share of aggregate retirement assets
Filings through .
The Surgical Clinic, PLLC
EIN 62-1699673medical practiceLatest filing 2025
Plans
3
Retirement
2
$59.8M assets
Health & Benefits
1
$1.5M premiums
Participants
465
410 42ND AVENUE N., SUITE 400 - NASHVILLE, TN 37209615-346-6200tsclinic.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 / $59.8M assets / 278 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NWPS$59.8M
- (Not disclosed)$52K
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 356 covered lives
Coverage 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
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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
THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN
401(k)
Assets$59.8M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
THE SURGICAL CLINIC, PLLC 2021 CASH BALANCE PLAN
Cash balance
Assets$52K
Participants0
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SURGICAL CLINIC WELFARE BENEFIT PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.5M
Covered lives356
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE SURGICAL CLINIC 401(K) PROFIT SHARING PLAN | 401(k) | $59.8M | 278 | 2024 |
| #004 | THE SURGICAL CLINIC, PLLC 2021 CASH BALANCE PLAN | Cash balance | $52K | 0 | 2025 |
- #002 · 401(k) · 2024278
- #004 · Cash balance · 20250
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2024356
Retirement plans
Health & Benefits plans