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Sponsor portfolio

MONTEREY PENINSULA SURGERY CENTER, LLC

EIN 77-0470910-medical practice-Latest filing 2025
Plans
2
Retirement
1
$17.4M assets
Welfare
1
$178K premiums
Participants
457
966 CASS STREET, SUITE 150 - MONTEREY, CA 93940831-333-4111LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$17.4M - 293 part#505Mixed-$178K - 332 lives

Benefits portfolio analytics

1 plan / $178K premiums / 332 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$153K
  • Vision$153K
  • Life$25K
  • Other$25K
Total $178K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • AMERITAS LIFE INSURANCE CORP.86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
Total $178K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES G. PARKER INSURANCE100%
Total $14K1 slice

Plan deep-dives

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

MONTEREY PENINSULA SURGERY CENTER, LLC 401(K) PLAN

401k

Assets$17.4M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MONTEREY PENINSULA SURGERY CENTER, LLC HEALTH & WELFARE PLAN

Mixed - AMERITAS LIFE INSURANCE CORP.

Premiums$178K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONTEREY PENINSULA SURGERY CENTER, LLC 401(K) PLAN401k$17.4M2932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MONTEREY PENINSULA SURGERY CENTER, LLC HEALTH & WELFARE PLANMixedAMERITAS LIFE INSURANCE CORP.$178K3322025
Retirement plans
Welfare plans
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