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Sponsor portfolioTH

ACADEMIC MEDICAL GROUP

EIN 86-3038188-Latest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$26.2M premiums
Participants
4,109
1 TAMPA GENERAL CIRCLE - TAMPA, FL 33606813-844-7076
Plans on this EIN
2 filings
#001403b-$21.6M - 2,278 part#502Mixed-$26.2M - 21,159 lives

Benefits portfolio analytics

1 plan / $26.2M premiums / 21,159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$17.4M
  • Life$14.2M
  • Short-term disability$11.9M
  • Long-term disability$11.9M
  • Dental$7.4M
  • Vision$1.4M
Total $26.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
  • DELTA DENTAL OF CALIFORNIA28%
  • COMBINED INSURANCE COMPANY OF AMERICA9%
  • EYEMED VISION CARE5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $26.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • GALLAGHER BENEFIT SERVICES, INC.77%
  • EOI SERVICE COMPANY INC19%
  • JAMES DUNCAN DAVIDSON4%
  • AP BENEFIT ADVISORS, LLC1%
Total $4.3M4 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

ACADEMIC MEDICAL GROUP, INC. 403(B) PLAN

403b

Assets$21.6M
Participants2,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ACADEMIC MEDICAL GROUP WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$26.2M
Covered lives21,159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACADEMIC MEDICAL GROUP, INC. 403(B) PLAN403b$21.6M2,2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ACADEMIC MEDICAL GROUP WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$26.2M21,1592025
Retirement plans
Welfare plans
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