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Sponsor portfolio

ORTHOPEDICSNY LLP

EIN 14-1777794-Latest filing 2025
Plans
2
Retirement
1
$77.9M assets
Welfare
1
$568K premiums
Participants
1,154
30 CENTURY HILL DRIVE, SUITE 105 - LATHAM, NY 12110518-689-3860
Plans on this EIN
2 filings
#001401k-$77.9M - 692 part#504Mixed-$568K - 462 lives

Benefits portfolio analytics

1 plan / $568K premiums / 462 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$568K
  • Life$520K
  • Short-term disability$520K
  • Long-term disability$520K
Total $568K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $568K1 slice

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • PIONEER INSURANCE AGENCY INC1%
Total $30K2 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

ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$77.9M
Participants692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ORTHOPEDICSNY LLP EMPLOYEE BENEFITS PLAN

Mixed - FIRST UNUM LIFE INSURANCE COMPANY

Premiums$568K
Covered lives462
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN401k$77.9M6922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ORTHOPEDICSNY LLP EMPLOYEE BENEFITS PLANMixedFIRST UNUM LIFE INSURANCE COMPANY$568K4622025
Retirement plans
Welfare plans
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