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  2. NEW ENGLAND ORTHOPEDIC SURGEONS, INC.
Sponsor portfolio

NEW ENGLAND ORTHOPEDIC SURGEONS, INC.

EIN 04-2521996-medical practice-Latest filing 2024
Plans
2
Retirement
1
$61.0M assets
Welfare
1
$3.0M premiums
Participants
348
300 BIRNIE AVENUE,, SUITE 201 - SPRINGFIELD, MA 01107413-233-1102neortho.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#004401k-$61.0M - 348 part#501Mixed-$3.0M - 371 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Life$292K
  • Short-term disability$292K
  • Long-term disability$292K
  • Other$292K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HEALTH NEW ENGLAND, INC.90%
  • HARTFORD LIFE AND ACCIDENT10%
  • EYEMED VISION CARE0%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
36%top
  • UNKNOWN36%
  • LOCKTON COMPANIES, LLC27%
  • HILB GROUP OF NEW ENGLAND20%
  • PROFESSIONAL GROUP PLANS INC17%
Total $66K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

NEW ENGLAND ORTHOPEDIC SURGEONS, INC. 401(K) PLAN & TRUST

401k

Assets$61.0M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW ENGLAND ORTHOPEDIC SURGEONS WELFARE BENEFITS PLAN

Mixed - HEALTH NEW ENGLAND, INC.

Premiums$3.0M
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004NEW ENGLAND ORTHOPEDIC SURGEONS, INC. 401(K) PLAN & TRUST401k$61.0M3482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW ENGLAND ORTHOPEDIC SURGEONS WELFARE BENEFITS PLANMixedHEALTH NEW ENGLAND, INC.$3.0M3712024
Retirement plans
Welfare plans
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