Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$245K
- Vision$134K
- Life$134K
- Short-term disability$134K
- Long-term disability$134K
Sponsor portfolio
JOSEPH A. CAPLAN, MD, PC DBA CARDIAC SOLUTIONS
EIN 86-0633950Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$2.8M premiums
Participants
771
13460 N. 94TH DR., SUITE J-1 - PEORIA, AZ 85381623-876-8816
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 281 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- BLUE CROSS BLUE SHIELD OF FLORIDA6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOSEPH A. CAPLAN, MD, PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$9.0M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JOSEPH A CAPLAN MD PC GROUP HEALTH PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$2.8M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH A. CAPLAN, MD, PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $9.0M | 490 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOSEPH A CAPLAN MD PC GROUP HEALTH PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $2.8M | 281 | 2025 |
Retirement plans
Welfare plans