Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Syracuse Orthopedic Specialists, P.C.
EIN 16-0992982hospital & health careLatest filing 2025
Plans
4
Retirement
2
$145.4M assets
Health & Benefits
2
$1.2M premiums
Participants
2,540
5786 WIDEWATERS PARKWAY - SYRACUSE, NY 13214315-703-3493sosbones.comLinkedIn501-1000 employeeshospital & health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $145.4M assets / 1,579 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.2M premiums / 961 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$593K
- Stop-loss$263K
- Long-term disability$191K
- Vision$107K
- Life$93K
- Other$93K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN
401(k)
Assets$121.6M
Participants911
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN
Cash balance
Assets$23.8M
Participants668
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#516
SOS GROUP WELFARE BENEFIT PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$962K
Covered lives445
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#515
SOS GROUP HEALTH PLAN
Fully insured - HARTFORD LIFE AND ACCIDENT
Premiums$283K
Covered lives516
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN | 401(k) | $121.6M | 911 | 2025 |
| #003 | SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN | Cash balance | $23.8M | 668 | 2025 |
- #004 · 401(k) · 2025911
- #003 · Cash balance · 2025668
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #516 | SOS GROUP WELFARE BENEFIT PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $962K | 445 | 2025 |
| #515 | SOS GROUP HEALTH PLAN | Fully insured | HARTFORD LIFE AND ACCIDENT | $283K | 516 | 2025 |
- #516 · Mixed · EXCELLUS BLUE CROSS BLUE SHIELD · 2025445
- #515 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025516
Retirement plans
Health & Benefits plans