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Sponsor portfolio

CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION

EIN 02-0314423-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$91K premiums
Participants
227
264 PLEASANT STREET - CONCORD, NH 03301603-224-3368
Plans on this EIN
2 filings
#001401k-$3.6M - 227 part#501Mixed-$91K - 246 lives

Benefits portfolio analytics

1 plan / $91K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$82K
  • Short-term disability$82K
  • Long-term disability$82K
  • Other$82K
  • Vision$9K
Total $91K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA91%
  • RED TREE INSURANCE COMPANY, INC.9%
Total $91K2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • LOCKTON COMPANIES, LLC53%
  • PROFESSIONAL GROUP PLANS INC29%
  • HUB INTERNATIONAL MIDWEST LIMITED17%
  • COMBINED SERVICES LLC1%
Total $16K4 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

CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.6M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCORD ORTHOPAEDICS, PA, EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$91K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCORD ORTHOPAEDICS PROFESSIONAL ASSOCIATION 401(K) PROFIT SHARING PLAN AND TRUST401k$3.6M2272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCORD ORTHOPAEDICS, PA, EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$91K2462024
Retirement plans
Welfare plans
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