PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ASSOCIATED OPHTHALMOLOGISTS LTD
Sponsor portfolio

ASSOCIATED OPHTHALMOLOGISTS LTD

EIN 86-0212380-medical practice-Latest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$774K premiums
Participants
281
2111 EAST HIGHLAND AVENUE, SUITE 240 - PHOENIX, AZ 85016480-994-5012LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$21.5M - 168 part#501Fully Insured-$774K - 128 lives

Benefits portfolio analytics

1 plan / $774K premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$655K
  • Prescription drug$655K
  • Dental$70K
  • Other$49K
  • Life$37K
  • Long-term disability$14K
Total $774K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • STARMOUNT LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • TELADOC1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
  • +2 more
Total $774K7 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • JULIE SLAUGHTER78%
  • JULIE A RODEN22%
  • KAREN MARIE JONES0%
Total $34K3 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

ASSOCIATED OPHTHALMOLOGISTS, LTD. RETIREMENT PLAN

401k

Assets$21.5M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASSOCIATED OPHTHALMOLOGISTS LTD EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$774K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATED OPHTHALMOLOGISTS, LTD. RETIREMENT PLAN401k$21.5M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASSOCIATED OPHTHALMOLOGISTS LTD EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$774K1282025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica