Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHOPEDIC SURGEONS, LTD. DBA ORTHOPEDIC INSTITUTE OF PENNSYLVANIA
EIN 23-1875547Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$71.7M assets
Welfare
1
$1.3M premiums
Participants
794
3399 TRINDLE ROAD - CAMP HILL, PA 17011717-980-3645
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $71.7M assets / 480 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- GREAT-WEST LIFE & ANNUITY INSURANCE85%
- (Not disclosed)15%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 494 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$855K
- Long-term disability$200K
- Dental$138K
- Other$75K
- Vision$31K
- Life$24K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- HCC LIFE INSURANCE COMPANY66%
- UNITED OF OMAHA LIFE INSURANCE COMPANY19%
- DELTA DENTAL OF CALIFORNIA11%
- VISION SERVICE PLAN2%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
72%top
- HILB GROUP OF NEW ENGLAND72%
- GALLAGHER BENEFIT SERVICES, INC.27%
- PLANSOURCE BENEFITS ADMINISTRATION1%
- PSA INSURANCE & FINANCIAL PARTNERS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN
401k
Assets$60.8M
Participants425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 2019 CASH BALANCE PENSION PLAN
CashBalance
Assets$10.9M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ORTHOPEDIC INSTITUTE OF PENNSYLVANIA MASTER BENEFIT AGREEMENT
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 401(K) PROFIT SHARING PLAN | 401k | $60.8M | 425 | 2024 | |
| 004 | ORTHOPEDIC INSTITUTE OF PENNSYLVANIA 2019 CASH BALANCE PENSION PLAN | CashBalance | $10.9M | 55 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ORTHOPEDIC INSTITUTE OF PENNSYLVANIA MASTER BENEFIT AGREEMENT | Mixed | HCC LIFE INSURANCE COMPANY | $1.3M | 494 | 2024 |
Retirement plans
Welfare plans