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Sponsor portfolio

NEUROSURGICAL ASSOCIATES, LTD.

EIN 86-0453788-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$73.2M assets
Welfare
1
$518K premiums
Participants
675
2910 N. 3RD AVENUE - PHOENIX, AZ 85013602-406-3181
Plans on this EIN
4 filings
#002401k-$62.5M - 353 part#004CashBalance-$10.7M - 67 part#003CashBalance-$1 - 0 part#503Mixed-$518K - 469 lives

Retirement portfolio analytics

3 plans aggregated / $73.2M assets / 420 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#002)85%
  • BALANCE PLAN II (#004)15%
  • CASH BALANCE PENSION (#003)0%
Total $73.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • CHARLES SCHWAB & CO., INC.85%
  • (Not disclosed)15%
Total $73.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)353
  • BALANCE PLAN II (#004)67
Total 420Click row to drill in

Benefits portfolio analytics

1 plan / $518K premiums / 469 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$372K
  • Short-term disability$372K
  • Long-term disability$372K
  • Other$372K
  • Dental$146K
  • Vision$146K
Total $518K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY72%
  • AETNA LIFE INSURANCE COMPANY28%
Total $518K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GCG FINANCIAL LLC92%
  • FMLASOURCE INC8%
Total $78K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN

401k

Assets$62.5M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

NEUROSURGICAL ASSOCIATES, LTD. CASH BALANCE PLAN II

CashBalance

Assets$10.7M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NEUROSURGICAL ASSOCIATES, LTD. CASH BALANCE PENSION PLAN

CashBalance

Assets$1
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

NEUROSURGICAL ASSOCIATES, LTD DBA BARROW BRAIN AND SPINE HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$518K
Covered lives469
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002NEUROSURGICAL ASSOCIATES, LTD. PROFIT SHARING PLAN401k$62.5M3532024
004NEUROSURGICAL ASSOCIATES, LTD. CASH BALANCE PLAN IICashBalance$10.7M672025
003NEUROSURGICAL ASSOCIATES, LTD. CASH BALANCE PENSION PLANCashBalance$102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503NEUROSURGICAL ASSOCIATES, LTD DBA BARROW BRAIN AND SPINE HEALTH AND WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$518K4692025
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