Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	UNIVERSITY ORTHOPEDIC CENTER, LTD WELFARE PLAN	Fully Insured	SUN LIFE ASSURANCE COMPANY OF CANADA	$349K	216	2025
503	UNIVERSITY ORTHOPEDICS CENTER, LTD EMPLOYEE BENEFIT PLAN	Self Funded	-	$0	0	2024

Retirement plans

Welfare plans

Sponsor portfolio

UNIVERSITY ORTHOPEDIC CENTER, LTD

EIN 25-1655314medical practiceLatest filing 2025

Plans

Retirement

$51.6M assets

Welfare

$349K premiums

Participants

651

101 REGENT COURT - STATE COLLEGE, PA 16801814-231-2101uoc.comLinkedIn51-200 employeesmedical practice

Plans on this EIN

3 filings

#001401k-$51.6M - 294 part #502Fully Insured-$349K - 216 lives #503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $349K premiums / 216 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$291K
Life$286K
Short-term disability$286K
Long-term disability$286K
Dental$47K
Vision$11K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

82%top

SUN LIFE ASSURANCE COMPANY OF CANADA82%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
LIFE INSURANCE COMPANY OF NORTH AMERICA3%
ALLONE HEALTH2%

Broker market share

Schedule A broker compensation

Split broker

55%top

EXECUTIVE INSURANCE ADVISORS LLC55%
CROWN RISK MANAGEMENT, LLC30%
VARNEY & COMPANY BENEFITS ADVISORS14%
MGIS1%
LIFETIME FINANCIAL GROWTH0%

Plan deep-dives

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

Retirement#001

UNIVERSITY ORTHOPEDICS CENTER, LTD. RETIREMENT PLAN

401k

Assets$51.6M

Participants294

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502