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ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES PLLC

EIN 84-1350358-medical practice-Latest filing 2025
Plans
3
Retirement
2
$55.7M assets
Welfare
1
$459K premiums
Participants
505
3333 SOUTH WADSWORTH BOULEVARD, BUILDING D/SUITE 100 - LAKEWOOD, CO 80227303-205-1090LinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$55.6M - 248 part#002CashBalance-$90K - 156 part#507Mixed-$459K - 133 lives

Retirement portfolio analytics

2 plans aggregated / $55.7M assets / 404 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $55.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)248
  • CASH BALANCE PLAN (#002)156
Total 404Click row to drill in

Benefits portfolio analytics

1 plan / $459K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$447K
  • Health$403K
  • Life$44K
  • Short-term disability$44K
  • Long-term disability$44K
  • Vision$12K
Total $459K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $459K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • IMA, INC.89%
  • ASSUREX GLOBAL CORPORATION5%
  • THREEFLOW5%
  • WATCHTOWER TECHNOLOGIES INC2%
Total $44K4 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

ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$55.6M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC CASH BALANCE PLAN

CashBalance

Assets$90K
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES PLLC WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$459K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN401k$55.6M2482024
002ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC CASH BALANCE PLANCashBalance$90K1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES PLLC WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$459K1332025
Retirement plans
Welfare plans
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