Central Anesthesia Service Exchange Medical Group Profit Sharing Plan

Central Anesthesia Service Exchange Medical Group Profit Sharing Plan

The Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan was created in 1987 as a defined contribution vehicle for the Sacramento-based anesthesia practice. The plan covers all full-time eligible employees of the medical group and operates under ERISA fiduciary standards. Plan sponsor Central Anesthesia Service Exchange Medical Group directs the assets, with Human Resources Director Claudia Halkyer serving as the primary administrative contact. Participating physicians include Anthony K. Kong, MD, Richard Wright, MD, and Arlene Kawada, MD. The plan maintains a diversified investment portfolio held in Sacramento. As a single-sponsor retirement vehicle, its investment mandate centers on capital preservation and steady accumulation rather than venture-scale return seeking. The plan does not publicly disclose its asset allocation, manager roster, or individual holdings. Given the sponsor's profile as a mid-market physician group, the portfolio likely includes traditional equity and fixed-income exposures, though no specific fund commitments or direct investments have been reported. Team size and total deployment figures are not publicly available. The plan is closely held, administered internally, and does not operate adjacent philanthropic foundations, venture arms, or co-investor clubs. No dated operational events — such as manager hires, allocation shifts, or governance changes — have been publicly reported in the last 24 months. The structural distinction here is the plan's embedded nature: it exists solely to serve a single medical group's retirement obligations. There is no external capital, no marketing apparatus, and no disclosed succession mechanism beyond the sponsor's ongoing practice operations. This architecture makes the plan invisible to most institutional databases, though it remains subject to ERISA reporting requirements.