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Sponsor portfolioTH

EYE CARE PHYSICIANS AND SURGEONS, INC.

EIN 93-0611638-medical practice-Latest filing 2025
Plans
3
Retirement
2
$21.7M assets
Welfare
1
$757K premiums
Participants
394
1309 LIBERTY STREET SE - SALEM, OR 97302503-585-2022salemeyecare.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$15.8M - 160 part#003CashBalance-$5.9M - 132 part#501Fully Insured-$757K - 109 lives

Retirement portfolio analytics

2 plans aggregated / $21.7M assets / 292 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PROFIT SHARING PLAN (#002)73%
  • CASH BALANCE PLAN (#003)27%
Total $21.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • EPIC RETIREMENT PLAN SERVICES73%
  • (Not disclosed)27%
Total $21.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)160
  • CASH BALANCE PLAN (#003)132
Total 292Click row to drill in

Benefits portfolio analytics

1 plan / $757K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$706K
  • Dental$35K
  • Life$17K
Total $757K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • MODA HEALTH93%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY2%
Total $757K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE PARTNERS GROUP100%
  • C2 CENTRIC LLC0%
Total $37K2 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

EYE CARE PHYSICIANS & SURGEONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$15.8M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EYE CARE PHYSICIANS & SURGEONS, INC. CASH BALANCE PLAN

CashBalance

Assets$5.9M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EYE CARE PHYSICIANS AND SURGEONS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - MODA HEALTH

Premiums$757K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EYE CARE PHYSICIANS & SURGEONS, INC. 401(K) PROFIT SHARING PLAN401k$15.8M1602024
003EYE CARE PHYSICIANS & SURGEONS, INC. CASH BALANCE PLANCashBalance$5.9M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EYE CARE PHYSICIANS AND SURGEONS, INC. EMPLOYEE BENEFIT PLANFully InsuredMODA HEALTH$757K1092025
Retirement plans
Welfare plans
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