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Sponsor portfolioTH

NORTHWEST SURGICAL SPECIALISTS, P.C.

EIN 91-0866217-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$132.1M assets
Welfare
1
$626K premiums
Participants
1,340
200 NE MOTHER JOSEPH PL. STE 200 - VANCOUVER, WA 98664360-254-6161LinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$128.1M - 773 part#003CashBalance-$4.1M - 73 part#502Mixed-$626K - 464 lives

Retirement portfolio analytics

2 plans aggregated / $132.1M assets / 846 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • PROFIT SHARING PLAN (#002)97%
  • CASH BALANCE PLAN (#003)3%
Total $132.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)773
  • CASH BALANCE PLAN (#003)73
Total 846Click row to drill in

Benefits portfolio analytics

1 plan / $626K premiums / 464 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$626K
  • Life$618K
  • Short-term disability$503K
  • Long-term disability$503K
Total $626K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA99%
  • CANOPY1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $626K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PARTNERS GROUP100%
Total $35K1 slice

Plan deep-dives

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

NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$128.1M
Participants773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NORTHWEST SURGICAL SPECIALISTS, P.C. CASH BALANCE PLAN

CashBalance

Assets$4.1M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NORTHWEST SURGICAL SPECIALISTS, P.C. HEALTH INSURANCE

Mixed - UNUM LIFE COMPANY OF AMERICA

Premiums$626K
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN401k$128.1M7732025
003NORTHWEST SURGICAL SPECIALISTS, P.C. CASH BALANCE PLANCashBalance$4.1M732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NORTHWEST SURGICAL SPECIALISTS, P.C. HEALTH INSURANCEMixedUNUM LIFE COMPANY OF AMERICA$626K4642025
Retirement plans
Welfare plans
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