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Sponsor portfolio

COLLOM & CARNEY CLINIC ASSOCIATION

EIN 75-1151440-medical practice-Latest filing 2024
Plans
3
Retirement
2
$70.0M assets
Welfare
1
$980K premiums
Participants
911
P.O. BOX 1409 - TEXARKANA, TX 75503903-614-3000LinkedIn501-1000 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$67.1M - 424 part#001TraditionalDB-$2.9M - 91 part#502Fully Insured-$980K - 993 lives

Retirement portfolio analytics

2 plans aggregated / $70.0M assets / 515 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • 401 (K) Savings (#002)96%
  • & CARNEY CLINIC (#001)4%
Total $70.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401 (K) Savings (#002)424
  • & CARNEY CLINIC (#001)91
Total 515Click row to drill in

Benefits portfolio analytics

1 plan / $980K premiums / 993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$250K
  • Vision$250K
  • Life$235K
  • Stop-loss$165K
  • Long-term disability$119K
  • Short-term disability$111K
  • +1 more
Total $980K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY51%
  • AMERITAS LIFE INSURANCE CORP.26%
  • QBE INSURANCE17%
  • AFLAC7%
Total $980K4 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • DAINES INSURANCE & FIN SERVICES LLP101%
  • NFP INSURANCE SERVICES INC-1%
Total $145K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLLOM AND CARNEY CLINIC ASSOCIATION 401 (K) SAVINGS PLAN

401k

Assets$67.1M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT PLAN FOR EMPLOYEES OF COLLOM & CARNEY CLINIC

TraditionalDB

Assets$2.9M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COLLOM & CARNEY CLINIC ASSOCIATION HEALTH INSURANCE PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP

Premiums$980K
Covered lives993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLLOM AND CARNEY CLINIC ASSOCIATION 401 (K) SAVINGS PLAN401k$67.1M4242024
001RETIREMENT PLAN FOR EMPLOYEES OF COLLOM & CARNEY CLINICTraditionalDB$2.9M912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COLLOM & CARNEY CLINIC ASSOCIATION HEALTH INSURANCE PLANFully InsuredAMERITAS LIFE INSURANCE CORP$980K9932024
Retirement plans
Welfare plans
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