Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GEM STATE RADIOLOGY, LLP
EIN 82-6041596medical practiceLatest filing 2025
Plans
4
Retirement
3
$37.5M assets
Welfare
1
$2.1M premiums
Participants
466
Retirement portfolio analytics
3 plans aggregated / $37.5M assets / 288 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 188 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Vision$1.3M
- Long-term disability$172K
- Dental$109K
- Life$105K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- STANDARD INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA5%
- NORTHWESTERN MUTUAL3%
- NORTHWEST DENTAL BENEFITS1%
Broker market share
Schedule A broker compensation
41%top
- PROFESSIONAL BNFT CONSULTANTS41%
- SIMON, BRANDON J26%
- ACRISURE LLC22%
- AUSTIN WARNER9%
- MICHAEL CRAYTHORNE1%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GEM STATE RADIOLOGY PROFIT SHARING PLAN
401k
Assets$30.9M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
GEM STATE RADIOLOGY CASH BALANCE PLAN #2
CashBalance
Assets$6.6M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GEM STATE RADIOLOGY MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$25K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GEM STATE RADIOLOGY FLEXIBLE BENEFITS PLAN
Fully Insured - BLUE CROSS OF IDAHO
Premiums$2.1M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GEM STATE RADIOLOGY PROFIT SHARING PLAN | 401k | $30.9M | 164 | 2024 | |
| 005 | GEM STATE RADIOLOGY CASH BALANCE PLAN #2 | CashBalance | $6.6M | 123 | 2024 | |
| 001 | GEM STATE RADIOLOGY MONEY PURCHASE PENSION PLAN | MoneyPurchase | $25K | 1 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GEM STATE RADIOLOGY FLEXIBLE BENEFITS PLAN | Fully Insured | BLUE CROSS OF IDAHO | $2.1M | 188 | 2025 |
Retirement plans
Welfare plans