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Sponsor portfolio

ORTHOPEDIC ASSOC. OF HARTFORD PC

EIN 06-0837726-medical practice-Latest filing 2025
Plans
2
Retirement
1
$76.0M assets
Welfare
1
$326K premiums
Participants
713
74 BATTERSON PARK RD SUITE 107 - FARMINGTON, CT 06032860-549-8281oahct.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$76.0M - 471 part#501Mixed-$326K - 536 lives

Benefits portfolio analytics

1 plan / $326K premiums / 536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$326K
  • Dental$321K
  • Life$321K
  • Short-term disability$321K
  • Long-term disability$321K
Total $326K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • METROPOLITAN LIFE INSURANCE COMPANY99%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY1%
Total $326K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • CONCEPTS GROUP LLC79%
  • USI INSURANCE SERVICES LLC15%
  • OVATION BENEFITS GROUP LLC3%
  • AHA FINANCIAL SOLUTIONS, INC.3%
Total $4544 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

ORTHOPEDIC ASSOCIATES OF HARTFORD P.C. SECTION 401K PROFIT SHARING PLAN

401k

Assets$76.0M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC ASSOCIATES OF HARTFORD, PC

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$326K
Covered lives536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORTHOPEDIC ASSOCIATES OF HARTFORD P.C. SECTION 401K PROFIT SHARING PLAN401k$76.0M4712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC ASSOCIATES OF HARTFORD, PCMixedMETROPOLITAN LIFE INSURANCE COMPANY$326K5362025
Retirement plans
Welfare plans
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