Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Other$934K
- Health$885K
- Life$885K
- Short-term disability$885K
- Long-term disability$885K
- +2 more
Sponsor portfolio
ORTHOPEDIC SPECIALIST OF NORTH AMERICA PLLC
EIN 26-0152289medical practiceLatest filing 2025
Plans
2
Retirement
1
$90.2M assets
Welfare
1
$2.6M premiums
Participants
2,398
3033 NORTH 44TH STREET, SUITE 360 - PHOENIX, AZ 85018602-772-3800LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 1,790 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- RELIASTAR LIFE INSURANCE COMPANY45%
- METROPOLITAN LIFE INSURANCE COMPANY34%
- DELTA DENTAL OF CALIFORNIA18%
- EYEMED VISION CARE2%
- UPRISE HEALTH1%
- +1 more
Broker market share
Schedule A broker compensation
42%top
- TAG CUSTOM BENEFITS42%
- ASSUREDPARTNERS38%
- EBACON CUSTOM SOLUTIONS20%
- USI INSURANCE SERVICES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORTHOARIZONA RETIREMENT PLAN
401k
Assets$90.2M
Participants1,317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
ORTHOPEDIC SPECIALIST OF NORTH AMERICA PLLC EMPLOYEE BENEFITS PLAN
Fully Insured - VOYA - STEALTH PARTNERS
Premiums$2.6M
Covered lives1,790
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORTHOARIZONA RETIREMENT PLAN | 401k | $90.2M | 1,317 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | ORTHOPEDIC SPECIALIST OF NORTH AMERICA PLLC EMPLOYEE BENEFITS PLAN | Fully Insured | VOYA - STEALTH PARTNERS | $2.6M | 1,790 | 2025 |
Retirement plans
Welfare plans