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Sponsor portfolio

ORTHOPEDIC ASSOCIATES OF SW OHIO INC.

EIN 26-2292026-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$306K premiums
Participants
393
6551 CENTERVILLE BUSINESS PARKWAY, SUITE 120 - CENTERVILLE, OH 45459937-415-9185LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$34.1M - 214 part#501Mixed-$306K - 179 lives

Benefits portfolio analytics

1 plan / $306K premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$238K
  • Life$238K
  • Short-term disability$238K
  • Long-term disability$238K
  • Other$238K
  • Dental$69K
Total $306K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
  • SUPERIOR DENTAL CARE22%
Total $306K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $61K1 slice

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 ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN

401k

Assets$34.1M
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC ASSOCIATES OF SW OHIO INC. EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$306K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC ASSOCIATES OF SW OHIO INC PROFIT SHARING 401K PLAN401k$34.1M2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC ASSOCIATES OF SW OHIO INC. EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$306K1792025
Retirement plans
Welfare plans
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