Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Life$140K
- Long-term disability$140K
- Other$140K
- Dental$88K
- +1 more
Sponsor portfolio
SURGICAL NOTES MDP LP
EIN 81-0560289Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.5M premiums
Participants
427
8000 AVALON BOULEVARD, SUITE 350 - ALPHARETTA, GA 30009678-507-1758
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 208 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
- KAISER FOUNDATION HEALTH PLAN INC1%
Broker market share
Schedule A broker compensation
78%top
- AON CONSULTING INC78%
- LUMITY, INC.20%
- AMWINS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURGICAL NOTES 401(K) PLAN
401k
Assets$4.7M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SURGICAL NOTES WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURGICAL NOTES 401(K) PLAN | 401k | $4.7M | 229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SURGICAL NOTES WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 208 | 2024 |
Retirement plans
Welfare plans