PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC
Sponsor portfolio

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC

EIN 26-1132759-medical practice-Latest filing 2025
Plans
3
Retirement
2
$44.8M assets
Welfare
1
$296K premiums
Participants
776
2223 LIME KILN ROAD - GREEN BAY, WI 54311920-569-5916LinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$39.8M - 289 part#003CashBalance-$5.0M - 180 part#501Mixed-$296K - 307 lives

Retirement portfolio analytics

2 plans aggregated / $44.8M assets / 469 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • SC 401K PLAN (#001)89%
  • CASH BALANCE PLAN (#003)11%
Total $44.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SC 401K PLAN (#001)289
  • CASH BALANCE PLAN (#003)180
Total 469Click row to drill in

Benefits portfolio analytics

1 plan / $296K premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$138K
  • Long-term disability$69K
  • Life$62K
  • Other$62K
  • Vision$26K
Total $296K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $296K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • AVERGENT LLC88%
  • PROFESSIONAL GROUP PLANS INC12%
Total $22K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN

401k

Assets$39.8M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLAN

CashBalance

Assets$5.0M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC AND SPORTS MEDICINE SPECIALISTS HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$296K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC 401K PLAN401k$39.8M2892025
003ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS OF GREEN BAY SC CASH BALANCE PLANCashBalance$5.0M1802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC AND SPORTS MEDICINE SPECIALISTS HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$296K3072025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica