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Sponsor portfolio

ORTHOPEDIC ONE, INC.

EIN 20-0503812-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$164.9M assets
Welfare
1
$1.4M premiums
Participants
1,900
460 POLARIS PARKWAY, SUITE 500 - WESTERVILLE, OH 43082614-545-7905orthopedicone.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$152.0M - 885 part#003CashBalance-$12.9M - 63 part#501Mixed-$1.4M - 956 lives

Retirement portfolio analytics

2 plans aggregated / $164.9M assets / 948 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • ONE, INC. 401(K) (#001)92%
  • CASH BALANCE PLAN (#003)8%
Total $164.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • MILLIMAN, INC.92%
  • (Not disclosed)8%
Total $164.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ONE, INC. 401(K) (#001)885
  • CASH BALANCE PLAN (#003)63
Total 948Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • Other$1.0M
  • Dental$363K
  • Vision$44K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • HARTFORD LIFE AND ACCIDENT71%
  • DELTA DENTAL OF CALIFORNIA25%
  • EYEMED VISION CARE3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTHOPEDIC ONE, INC. 401(K) PLAN

401k

Assets$152.0M
Participants885
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOPEDIC ONE, INC. CASH BALANCE PLAN

CashBalance

Assets$12.9M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC ONE EMPLOYEE HEALTH PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.4M
Covered lives956
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC ONE, INC. 401(K) PLAN401k$152.0M8852024
003ORTHOPEDIC ONE, INC. CASH BALANCE PLANCashBalance$12.9M632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC ONE EMPLOYEE HEALTH PLANMixedHARTFORD LIFE AND ACCIDENT$1.4M9562024
Retirement plans
Welfare plans
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