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  2. ANESTHESIA SERVICE MEDICAL GROUP, INC.
Sponsor portfolio

ANESTHESIA SERVICE MEDICAL GROUP, INC.

EIN 95-1965700-medical practice-Latest filing 2024
Plans
3
Retirement
2
$416.5M assets
Welfare
1
$4.3M premiums
Participants
765
3626 RUFFIN ROAD - SAN DIEGO, CA 92123858-495-2087asmgmd.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$390.8M - 350 part#003CashBalance-$25.7M - 100 part#506Fully Insured-$4.3M - 637 lives

Retirement portfolio analytics

2 plans aggregated / $416.5M assets / 450 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • SHARING PLAN TRUST (#002)94%
  • CASH BALANCE PENSION (#003)6%
Total $416.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN TRUST (#002)350
  • CASH BALANCE PENSION (#003)100
Total 450Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 637 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Vision$4.1M
  • Prescription drug$4.1M
  • Other$160K
  • Life$96K
  • +1 more
Total $4.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITED HEALTHCARE INSURANCE COMPANY96%
  • STANDARD INSURANCE COMPANY2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • HEALTH AND HUMAN RESOURCE CENTER0%
Total $4.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • C3 RISK & INSURANCE SERVICES100%
Total $9K1 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

ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST

401k

Assets$390.8M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ANESTHESIA SERVICE MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$25.7M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

ANESTHESIA SERVICE MEDICAL GROUP, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$4.3M
Covered lives637
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANESTHESIA SERVICE MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN TRUST401k$390.8M3502024
003ANESTHESIA SERVICE MEDICAL GROUP, INC. CASH BALANCE PENSION PLANCashBalance$25.7M1002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506ANESTHESIA SERVICE MEDICAL GROUP, INC. EMPLOYEE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$4.3M6372024
Retirement plans
Welfare plans
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