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Sponsor portfolio

SOUTHWEST GASTROENTEROLOGY ASSOC PC

EIN 85-0300232-medical practice-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$597K premiums
Participants
254
7788 JEFFERSON ST NE - ALBUQUERQUE, NM 871094342505-999-1600southwestgi.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#004401k-$16.3M - 127 part#501Mixed-$597K - 127 lives

Benefits portfolio analytics

1 plan / $597K premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$370K
  • Dental$120K
  • Vision$120K
  • Life$120K
  • Short-term disability$120K
  • Health$100K
  • +1 more
Total $597K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • WESTPORT INSURANCE CORPORATION62%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
  • ALLIED BENEFIT SYSTEMS, LLC17%
  • ULLIANCE, INC.1%
Total $597K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • DIGITAL INSURANCE LLC65%
  • ALLIED BENEFIT SYSTEMS, LLC23%
  • CIGNA12%
Total $119K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN

401k

Assets$16.3M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST GASTROENTEROLOGY ASSOC PC EMPLOYEE BENEFITS PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORTATION

Premiums$597K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004SOUTHWEST GASTROENTEROLOGY ASSOCIATES, P.C. 401(K) PLAN401k$16.3M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST GASTROENTEROLOGY ASSOC PC EMPLOYEE BENEFITS PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORTATION$597K1272025
Retirement plans
Welfare plans
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