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Sponsor portfolio

CLINIC PHARMACY

EIN 81-1852665-Latest filing 2025
Plans
3
Retirement
2
$2.0M assets
Welfare
1
Participants
24
1000 E BROAD ST, STE 4 - COLUMBUS, OH 43205614-252-4348
Plans on this EIN
3 filings
#001401k-$1.5M - 13 part#002CashBalance-$452K - 7 part#501Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CLINIC PHARMACY 401(K) (#001)77%
  • PLAN AND TRUST (#002)23%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINIC PHARMACY 401(K) (#001)13
  • PLAN AND TRUST (#002)7
Total 20Click row to drill in

Plan deep-dives

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

CLINIC PHARMACY 401(K) PLAN

401k

Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLINIC PHARMACY CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$452K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLINIC PHARMACY SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLINIC PHARMACY 401(K) PLAN401k$1.5M132024
002CLINIC PHARMACY CASH BALANCE PENSION PLAN AND TRUSTCashBalance$452K72024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLINIC PHARMACY SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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