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Sponsor portfolio

CONNECTICUT ORTHOPAEDIC SPECIALISTS, P.C.

EIN 06-0855842-medical practice-Latest filing 2025
Plans
2
Retirement
1
$115.2M assets
Welfare
1
$1.3M premiums
Participants
1,327
2408 WHITNEY AVENUE - HAMDEN, CT 06518203-407-3584LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$115.2M - 810 part#505Mixed-$1.3M - 675 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 675 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$962K
  • Life$871K
  • Short-term disability$871K
  • Long-term disability$871K
  • Dental$315K
  • Vision$51K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA66%
  • ANTHEM LIFE INSURANCE COMPANY24%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN4%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • PROCYON BENEFITS, LLC95%
  • IBENEFIT COMMUNICATION LLC5%
  • MGIS0%
Total $101K3 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

CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN

401k

Assets$115.2M
Participants810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CONNECTICUT ORTHOPAEDIC SPECIALISTS, P.C. WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.3M
Covered lives675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONNECTICUT ORTHOPAEDIC SPECIALISTS, PC 401(K) PLAN401k$115.2M8102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CONNECTICUT ORTHOPAEDIC SPECIALISTS, P.C. WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.3M6752025
Retirement plans
Welfare plans
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