Assets by plan
Share of aggregate retirement assets
Filings through .
Orthopedic Surgeons, Ltd. Dba Orthopedic Institute of Pennsylvania
EIN 23-1875547Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$65.7M assets
Health & Benefits
1
$1.3M premiums
Participants
970
3399 TRINDLE ROAD - CAMP HILL, PA 17011717-980-3645
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $65.7M assets / 637 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$10.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 488 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$929K
- Dental$142K
- Long-term disability$124K
- Other$63K
- Vision$34K
- Life$16K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN
401(k)
Assets$55.4M
Participants587
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 2019 CASH BALANCE PENSION PLAN
Cash balance
Assets$10.3M
Participants50
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ORTHOPEDIC INSTITUTE OF PENNSYLVANIA MASTER BENEFIT AGREEMENT PLAN
Mixed - AVALON INSURANCE COMPANY
Premiums$1.3M
Covered lives488
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN | 401(k) | $55.4M | 587 | 2025 |
| #004 | ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 2019 CASH BALANCE PENSION PLAN | Cash balance | $10.3M | 50 | 2025 |
- #003 · 401(k) · 2025587
- #004 · Cash balance · 202550
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ORTHOPEDIC INSTITUTE OF PENNSYLVANIA MASTER BENEFIT AGREEMENT PLAN | Mixed | AVALON INSURANCE COMPANY | $1.3M | 488 | 2025 |
- #501 · Mixed · AVALON INSURANCE COMPANY · 2025488
Retirement plans
Health & Benefits plans