Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$153K
- Long-term disability$85K
- Vision$68K
- Short-term disability$68K
- Other$68K
Sponsor portfolio
S B J S, P.C. SOUTHERN BONE & JOINT SPECIALISTS
EIN 20-0870135Latest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$153K premiums
Participants
298
P.O. BOX 729 - DOTHAN, AL 36302334-836-2233
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $153K premiums / 143 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY55%
- AFLAC45%
- HCC LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
43%top
- MICHAEL E. JOHNSON43%
- JO ANN KIRKLAND27%
- GIS BENEFITS INC14%
- JOHN DORAN SHEPPARD8%
- DANIEL S ADAMS2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
S.B.J.S., P.C. PROFIT SHARING PLAN
401k
Assets$42.0M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN BONE & JOINT SPECIALISTS EMPLOYEE BENEFIT PLAN
Mixed - RELIANCE MATRIX
Premiums$153K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | S.B.J.S., P.C. PROFIT SHARING PLAN | 401k | $42.0M | 155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN BONE & JOINT SPECIALISTS EMPLOYEE BENEFIT PLAN | Mixed | RELIANCE MATRIX | $153K | 143 | 2025 |
Retirement plans
Welfare plans