Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Vision$200K
Sponsor portfolioTH
THE CENTER FOR ORTHOPEDIC AND RESEARCH EXCELLENCE, INC.
EIN 20-1456157medical practiceLatest filing 2025
Plans
2
Retirement
1
$97.1M assets
Welfare
1
$1.3M premiums
Participants
5,556
18444 NORTH 25TH AVENUE, SUITE 320 - PHOENIX, AZ 85023866-974-2673LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 38,112 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY78%
- EYEMED VISION CARE15%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- INTEGRATED BEHAVIORAL HEALTH3%
Broker market share
Schedule A broker compensation
67%top
- DIGITAL INSURANCE LLC67%
- JAMES R NELLIGAN & ASSOCIATES LLC23%
- EMPLOYEE BENEFITS INTERNATIONAL10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HOPCO 401K PLAN
401k
Assets$97.1M
Participants3,283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
THE CORE INSTITUTE GROUP BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives38,112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HOPCO 401K PLAN | 401k | $97.1M | 3,283 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE CORE INSTITUTE GROUP BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.3M | 38,112 | 2025 |
Retirement plans
Welfare plans