Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$494K
- Vision$494K
- Life$494K
- Short-term disability$494K
- Long-term disability$494K
- Other$494K
Sponsor portfolioTH
UNIVERSITY ORTHOPAEDIC, INC
EIN 16-1406947hospital & health careLatest filing 2025
Plans
2
Retirement
1
$69.8M assets
Welfare
1
$494K premiums
Participants
808
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $494K premiums / 341 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
73%top
- USI INSURANCE SERVICES LLC73%
- MARK S METTILLE27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNIVERSITY ORTHOPAEDIC SERVICES, INC. RETIREMENT PLAN
ProfitSharing
Assets$69.8M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNIVERSITY ORTHOPAEDIC SERVICES, INC HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$494K
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNIVERSITY ORTHOPAEDIC SERVICES, INC. RETIREMENT PLAN | ProfitSharing | $69.8M | 467 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNIVERSITY ORTHOPAEDIC SERVICES, INC HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $494K | 341 | 2025 |
Retirement plans
Welfare plans