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Sponsor portfolio

PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C.

EIN 11-3431170-medical practice-Latest filing 2025
Plans
3
Retirement
1
$78.0M assets
Welfare
2
$1.1M premiums
Participants
3,273
576 BROADHOLLOW RD - MELVILLE, NY 11747631-359-2400LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$78.0M - 1,660 part#501Fully Insured-$622K - 993 lives#504Self Funded-$481K - 636 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,629 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$481K
  • Stop-loss$481K
  • Long-term disability$307K
  • Other$208K
  • Dental$152K
  • Life$152K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • AMALGAMATED LIFE INSURANCE COMPANY44%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA36%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • FEDELITY SECURITY LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • NORTHWELL DIRECT51%
  • HILB GROUP OF NEW ENGLAND33%
  • RAMPART INSURANCE SERVICES16%
  • SMITH, THOMAS, CHRISTOPHER0%
  • PORTNOY, EVAN, SCOTT0%
Total $283K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN

401k

Assets$78.0M
Participants1,660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROFESSIONAL ORTHOPEDIC & SPORTS PHYSICAL THERAPY EMPLOYEE WELFARE PLAN

Fully Insured - FIRST UNUM LIFE INSURANCE CO

Premiums$622K
Covered lives993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PROFESSIONAL ORTHOPEDIC & SPORTS PHYSICAL THERAPY BENEFIT PLAN

Self Funded - AMALGAMATED LIFE INSURANCE CO

Premiums$481K
Covered lives636
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN401k$78.0M1,6602025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROFESSIONAL ORTHOPEDIC & SPORTS PHYSICAL THERAPY EMPLOYEE WELFARE PLANFully InsuredFIRST UNUM LIFE INSURANCE CO$622K9932024
504PROFESSIONAL ORTHOPEDIC & SPORTS PHYSICAL THERAPY BENEFIT PLANSelf FundedAMALGAMATED LIFE INSURANCE CO$481K6362024
Retirement plans
Welfare plans
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