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Sponsor portfolio

CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C.

EIN 14-1633562-medical practice-Latest filing 2025
Plans
2
Retirement
1
$66.8M assets
Welfare
1
$3.7M premiums
Participants
781
1367 WASHINGTON AVENUE, SUITE 200 - ALBANY, NY 12206518-292-2684capitalregionorthopaedics.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$66.8M - 558 part#501Fully Insured-$3.7M - 359 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$274K
  • Vision$274K
  • Life$274K
  • Other$116K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • HARTFORD LIFE AND ACCIDENT3%
  • SHELTERPOINT LIFE INSURANCE COMPANY2%
  • AFLAC1%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • ONEGROUP NY INC57%
  • NFP INSURANCE SERVICES INC20%
  • JAMES R NELLIGAN & ASSOCIATES LLC16%
  • ONE GROUP NY INC4%
  • JENNIFER F HENDRICKS-FOGG2%
  • +3 more
Total $139K8 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

CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST

401k

Assets$66.8M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPITAL REGION ORTHOPAEDICS ASSOCIATES PC BENEFITS PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$3.7M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL REGION ORTHOPAEDIC ASSOCIATES, P.C. PROFIT SHARING PLAN AND TRUST401k$66.8M5582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPITAL REGION ORTHOPAEDICS ASSOCIATES PC BENEFITS PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$3.7M3592025
Retirement plans
Welfare plans
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