Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$145K
- Short-term disability$145K
- Long-term disability$145K
- Other$145K
Sponsor portfolio
MONTGOMERY CARDIOVASCULAR ASSOCIATE
EIN 63-0691533medical practiceLatest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$145K premiums
Participants
254
273 WINTON BLOUNT LOOP - MONTGOMERY, AL 36117334-280-1479montgomerycardiovascular.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $145K premiums / 122 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
87%top
- BRIAN M. KASARJIAN87%
- GIS BENEFITS INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONTGOMERY CARDIOVASCULAR ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$18.2M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONTGOMERY CARDIOVASCULAR ASSOCIATES WELFARE BENEFITS PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$145K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONTGOMERY CARDIOVASCULAR ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | 401k | $18.2M | 132 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONTGOMERY CARDIOVASCULAR ASSOCIATES WELFARE BENEFITS PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $145K | 122 | 2025 |
Retirement plans
Welfare plans