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Sponsor portfolio

UNIVERSITY ORTHOPEDICS, INC.

EIN 05-0447454-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$138.1M assets
Welfare
1
$11.1M premiums
Participants
1,449
2 DUDLEY STREET, FLOOR 2 - PROVIDENCE, RI 029053236401-457-1505universityorthopedics.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$138.1M - 779 part#502Fully Insured-$11.1M - 1,169 lives

Benefits portfolio analytics

1 plan / $11.1M premiums / 1,169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.7M
  • Other$855K
  • Life$725K
  • Long-term disability$725K
  • Dental$455K
  • Vision$42K
Total $11.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $11.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • HOLLOWTREE HOLDINGS CORPORATION50%
  • HILB GROUP OF NEW ENGLAND49%
  • MGIS0%
Total $244K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN

401k

Assets$138.1M
Participants779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNIVERSITY ORTHOPEDICS, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$11.1M
Covered lives1,169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY ORTHOPEDICS, INC. 401(K) PLAN401k$138.1M7792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNIVERSITY ORTHOPEDICS, INC. EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$11.1M1,1692025
Retirement plans
Welfare plans
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