Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Other$1.2M
- Vision$33K
Sponsor portfolio
ORTHOATLANTA
EIN 03-0482395medical practiceLatest filing 2025
Plans
2
Retirement
1
$46.5M assets
Welfare
1
$1.3M premiums
Participants
1,448
275 INTERSTATE NORTH CIRCLE, SUITE 500 - ATLANTA, GA 30339678-996-7230orthoatlanta.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 761 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY97%
- EYEMED VISION CARE3%
Broker market share
Schedule A broker compensation
82%top
- USI INSURANCE SERVICES LLC82%
- IBENEFIT COMMUNICATION LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORTHOATLANTA 401(K) PROFIT SHARING PLAN
401k
Assets$46.5M
Participants829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ORTHOATLANTA WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives761
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORTHOATLANTA 401(K) PROFIT SHARING PLAN | 401k | $46.5M | 829 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ORTHOATLANTA WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 761 | 2025 |
Retirement plans
Welfare plans