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Sponsor portfolio

CAPITAL ORTHOPAEDIC CLINIC, PLLC

EIN 20-3941865-Latest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$1.0M premiums
Participants
244
290 EAST LAYFAIR DR., SUITE A - FLOWOOD, MS 39232601-987-8200capitalorthosports.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#002401k-$18.2M - 112 part#501Fully Insured-$1.0M - 219 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$765K
  • Other$186K
  • Life$142K
  • Short-term disability$142K
  • Long-term disability$142K
  • Dental$84K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • SUN LIFE ASSURANCE COMPANY OF CANADA22%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • ROSS & YERGER INSURANCE INC88%
  • MJ INSURANCE12%
  • MGIS0%
Total $72K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN

401k

Assets$18.2M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPITAL ORTHOPAEDIC CLINIC WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI

Premiums$1.0M
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPITAL ORTHOPAEDIC AND SPORTS MEDICINE CENTER 401(K) PLAN401k$18.2M1122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPITAL ORTHOPAEDIC CLINIC WELFARE BENEFITS PLANFully InsuredBLUE CROSS & BLUE SHIELD OF MISSISSIPPI$1.0M2192025
Retirement plans
Welfare plans
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