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Sponsor portfolio

ANESTHESIOLOGISTS ASSOCIATED, PC

EIN 63-0577011-Latest filing 2025
Plans
2
Retirement
1
$95.5M assets
Welfare
1
$5.9M premiums
Participants
1,253
3104 BLUE LAKE DRIVE, SUITE 110 - BIRMINGHAM, AL 352431642205-977-1949
Plans on this EIN
2 filings
#003401k-$95.5M - 564 part#501Fully Insured-$5.9M - 689 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.8M
  • Health$3.8M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$795K
  • Vision$619K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • BLUE CROSS OF CALIFORNIA64%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • MARKEL INSURANCE COMPANY10%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $5.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • DAVID J MCCLELLAN51%
  • LAKESHORE BENEFIT ALLIANCE LLC31%
  • MY ADVISOR INC10%
  • NEVAEH INSURANCE SOLUTIONS6%
  • KBA SERVICE LLC2%
Total $287K5 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

ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN

401k

Assets$95.5M
Participants564
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANESTHESIOLOGISTS ASSOCIATED INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$5.9M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003ANESTHESIOLOGISTS ASSOCIATED, PC 401(K) PROFIT SHARING RETIREMENT PLAN401k$95.5M5642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANESTHESIOLOGISTS ASSOCIATED INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$5.9M6892025
Retirement plans
Welfare plans
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