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Sponsor portfolioTH

SYRACUSE ORTHOPEDIC SPECIALISTS, PC

EIN 16-0992982-hospital & health care-Latest filing 2024
Plans
4
Retirement
2
$130.7M assets
Welfare
2
$1.5M premiums
Participants
2,844
5786 WIDEWATERS PARKWAY - SYRACUSE, NY 13214315-703-3493sosbones.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
4 filings
#004401k-$106.8M - 1,014 part#003CashBalance-$23.9M - 717 part#516Mixed-$1.1M - 514 lives#515Fully Insured-$338K - 599 lives

Retirement portfolio analytics

2 plans aggregated / $130.7M assets / 1,731 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • RETIREMENT INCENTIVE Savings (#004)82%
  • DEFINED BENEFIT PENSION (#003)18%
Total $130.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCENTIVE Savings (#004)1,014
  • DEFINED BENEFIT PENSION (#003)717
Total 1,731Click row to drill in

Benefits portfolio analytics

2 plans / $1.5M premiums / 1,113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$674K
  • Stop-loss$313K
  • Long-term disability$230K
  • Vision$128K
  • Life$108K
  • Other$108K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • BLUE CROSS OF CALIFORNIA68%
  • HARTFORD LIFE AND ACCIDENT16%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • DIGITAL INSURANCE LLC68%
  • PETER DERRENBACKER17%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
  • CENTRO BENEFITS RESEARCH LLC3%
  • MGIS0%
Total $186K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN

401k

Assets$106.8M
Participants1,014
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$23.9M
Participants717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

SOS GROUP WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.1M
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

SOS GROUP HEALTH PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$338K
Covered lives599
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. RETIREMENT INCENTIVE SAVINGS PLAN401k$106.8M1,0142024
003SYRACUSE ORTHOPEDIC SPECIALISTS, P.C. DEFINED BENEFIT PENSION PLANCashBalance$23.9M7172024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
516SOS GROUP WELFARE BENEFIT PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$1.1M5142024
515SOS GROUP HEALTH PLANFully InsuredHARTFORD LIFE AND ACCIDENT$338K5992024
Retirement plans
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