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Sponsor portfolio

EXCEL ORTHOPAEDIC SPECIALISTS, INC.

EIN 04-2746756-medical practice-Latest filing 2025
Plans
3
Retirement
2
$35.8M assets
Welfare
1
$1.2M premiums
Participants
430
200 UNICORN PARK, SUITE 201 - WOBURN, MA 01801781-782-1300excelortho.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#005401k-$28.2M - 152 part#006CashBalance-$7.6M - 150 part#501Fully Insured-$1.2M - 150 lives

Retirement portfolio analytics

2 plans aggregated / $35.8M assets / 302 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#005)79%
  • CASH BALANCE PLAN (#006)21%
Total $35.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • ASCENSUS LLC79%
  • (Not disclosed)21%
Total $35.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#005)152
  • CASH BALANCE PLAN (#006)150
Total 302Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$68K
  • Life$52K
  • Short-term disability$52K
  • Other$52K
  • Vision$9K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • MASS GENERAL BRIGHAM HEALTH PLAN90%
  • DELTA DENTAL OF CALIFORNIA6%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • DIGITAL INSURANCE LLC90%
  • ENROLLEASE10%
Total $44K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN

401k

Assets$28.2M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

EXCEL ORTHOPAEDIC SPECIALISTS CASH BALANCE PLAN

CashBalance

Assets$7.6M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXCEL ORTHOPAEDIC SPECIALISTS, INC. BENEFIT WELFARE PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$1.2M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005EXCEL ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING PLAN401k$28.2M1522024
006EXCEL ORTHOPAEDIC SPECIALISTS CASH BALANCE PLANCashBalance$7.6M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXCEL ORTHOPAEDIC SPECIALISTS, INC. BENEFIT WELFARE PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$1.2M1502025
Retirement plans
Welfare plans
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