Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$304K
- Vision$304K
- Stop-loss$303K
- Life$288K
- Short-term disability$288K
- Long-term disability$288K
- +2 more
Sponsor portfolioTH
EXCELSIOR ORTHOPAEDICS, LLP
EIN 16-1608040medical practiceLatest filing 2025
Plans
2
Retirement
1
$63.0M assets
Welfare
1
$902K premiums
Participants
1,457
3925 SHERIDAN DR - AMHERST, NY 142261738716-250-9999excelsiorortho.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $902K premiums / 629 covered livesCarrier market share
Premium dollars by Schedule A carrier
34%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
- BLUE CROSS OF CALIFORNIA34%
- HARTFORD LIFE AND ACCIDENT32%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
51%top
- LAWLEY BENEFITS GROUP LLC51%
- GALLAGHER BENEFIT SERVICES, INC.49%
- GIS BENEFITS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$63.0M
Participants828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXCELSIOR ORTHOPAEDICS, LLP EMPLOYEE WELFARE BENEFIT PLAN
Fully Insured - GUARDIAN
Premiums$902K
Covered lives629
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXCELSIOR ORTHOPAEDICS, LLP 401(K) PROFIT SHARING PLAN | 401k | $63.0M | 828 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXCELSIOR ORTHOPAEDICS, LLP EMPLOYEE WELFARE BENEFIT PLAN | Fully Insured | GUARDIAN | $902K | 629 | 2025 |
Retirement plans
Welfare plans