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Sponsor portfolio

SUMMIT PHYSICIAN SPECIALISTS

EIN 81-4233178-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$97.0M assets
Welfare
1
$3.5M premiums
Participants
306
5295 S. COMMERCE DR. STE 550 - MURRAY, UT 84107801-313-4119spsradiology.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$82.7M - 137 part#003CashBalance-$14.4M - 56 part#501Mixed-$3.5M - 501 lives

Retirement portfolio analytics

2 plans aggregated / $97.0M assets / 193 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • SPECIALISTS RETIREMENT PLAN (#001)85%
  • PENSION PLAN II (#003)15%
Total $97.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • THE VANGUARD GROUP, INC.85%
  • (Not disclosed)15%
Total $97.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECIALISTS RETIREMENT PLAN (#001)137
  • PENSION PLAN II (#003)56
Total 193Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Life$422K
  • Other$422K
  • Short-term disability$25K
  • Vision$18K
Total $3.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SELECTHEALTH87%
  • HARTFORD LIFE AND ACCIDENT12%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • AMERITAS LIFE INSURANCE CORP.1%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GBS BENEFITS INC94%
  • EMPLOYEE CHOICE SOLUTIONS3%
  • LEAVITT GROUP3%
Total $239K3 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

SUMMIT PHYSICIAN SPECIALISTS RETIREMENT PLAN

401k

Assets$82.7M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SUMMIT PHYSICIAN SPECIALISTS P.C. CASH BALANCE PENSION PLAN II

CashBalance

Assets$14.4M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUMMIT PHYSICIAN SPECIALISTS

Mixed - SELECTHEALTH

Premiums$3.5M
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUMMIT PHYSICIAN SPECIALISTS RETIREMENT PLAN401k$82.7M1372024
003SUMMIT PHYSICIAN SPECIALISTS P.C. CASH BALANCE PENSION PLAN IICashBalance$14.4M562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUMMIT PHYSICIAN SPECIALISTSMixedSELECTHEALTH$3.5M5012025
Retirement plans
Welfare plans
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