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Sponsor portfolio

SOUTH TEXAS RADIOLOGY GROUP, PA

EIN 74-1671142-medical practice-Latest filing 2025
Plans
3
Retirement
2
$130.2M assets
Welfare
1
$644K premiums
Participants
434
COLONNADE I, 9901 W IH 10 STE 905 - SAN ANTONIO, TX 782305748210-616-7700strg-pa.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$111.8M - 179 part#002CashBalance-$18.4M - 114 part#501Fully Insured-$644K - 140 lives

Retirement portfolio analytics

2 plans aggregated / $130.2M assets / 293 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN AND TRUST (#001)86%
  • CASH BALANCE PENSION (#002)14%
Total $130.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • CHARLES SCHWAB & CO., INC.86%
  • (Not disclosed)14%
Total $130.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)179
  • CASH BALANCE PENSION (#002)114
Total 293Click row to drill in

Benefits portfolio analytics

1 plan / $644K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$283K
  • Long-term disability$231K
  • Life$74K
  • Short-term disability$25K
  • Vision$13K
Total $644K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA51%
  • RELIASTAR LIFE INSURANCE COMPANY44%
  • AFLAC3%
  • EYEMED VISION CARE2%
  • RXBENEFITS, INC.0%
Total $644K5 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • FROST INSURANCE AGENCY INC45%
  • STEALTH PARTNER GROUP LLC34%
  • UMR, INC.14%
  • RXBENEFITS, INC.4%
  • CANALICHIO INSURANCE GROUP, LLC2%
  • +2 more
Total $62K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTH TEXAS RADIOLOGY GROUP PROFIT SHARING PLAN AND TRUST

401k

Assets$111.8M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTH TEXAS RADIOLOGY GROUP P.A. CASH BALANCE PENSION PLAN

CashBalance

Assets$18.4M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTH TEXAS RADIOLOGY GROUP, P.A. GROUP HEALTH BENEFIT PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMANY

Premiums$644K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH TEXAS RADIOLOGY GROUP PROFIT SHARING PLAN AND TRUST401k$111.8M1792024
002SOUTH TEXAS RADIOLOGY GROUP P.A. CASH BALANCE PENSION PLANCashBalance$18.4M1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTH TEXAS RADIOLOGY GROUP, P.A. GROUP HEALTH BENEFIT PLANFully InsuredRELIASTAR LIFE INSURANCE COMANY$644K1402025
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