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Sponsor portfolio

TRI-CITY CARDIOLOGY CONSULTANTS, P.C.

EIN 86-0516994-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$59.7M assets
Welfare
1
$281K premiums
Participants
921
6343 EAST MAIN STREET, SUITE 12 - MESA, AZ 85205480-993-1061LinkedIn1-10 employeeshospital & health care
Plans on this EIN
3 filings
#004401k-$49.9M - 473 part#006CashBalance-$9.8M - 107 part#501Mixed-$281K - 341 lives

Retirement portfolio analytics

2 plans aggregated / $59.7M assets / 580 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CONSULTANTS, P.C. 401(K) (#004)84%
  • PENSION PLAN II (#006)16%
Total $59.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSULTANTS, P.C. 401(K) (#004)473
  • PENSION PLAN II (#006)107
Total 580Click row to drill in

Benefits portfolio analytics

1 plan / $281K premiums / 341 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$281K
  • Life$240K
  • Short-term disability$240K
  • Long-term disability$240K
Total $281K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
Total $281K2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • MGIS1%
Total $39K2 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

TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN

401k

Assets$49.9M
Participants473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN II

CashBalance

Assets$9.8M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRI-CITY CARDIOLOGY CONSULTANTS, P.C.

Mixed - RELIANCE MATRIX

Premiums$281K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004TRI-CITY CARDIOLOGY CONSULTANTS, P.C. 401(K) PLAN401k$49.9M4732025
006TRI-CITY CARDIOLOGY CONSULTANTS, P.C. CASH BALANCE PENSION PLAN IICashBalance$9.8M1072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRI-CITY CARDIOLOGY CONSULTANTS, P.C.MixedRELIANCE MATRIX$281K3412025
Retirement plans
Welfare plans
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