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Sponsor portfolio

ORTHOPAEDIC INSTITUTE OF OHIO, INC

EIN 31-1562435-medical practice-Latest filing 2025
Plans
3
Retirement
2
$71.2M assets
Welfare
1
$2.9M premiums
Participants
753
801 MEDICAL DRIVE SUITE A - LIMA, OH 45804419-222-6622orthoohio.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$56.0M - 472 part#003CashBalance-$15.2M - 135 part#501Mixed-$2.9M - 213 lives

Retirement portfolio analytics

2 plans aggregated / $71.2M assets / 607 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • SURGERY RETIREMENT Savings (#002)79%
  • CASH BALANCE PLAN (#003)21%
Total $71.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGERY RETIREMENT Savings (#002)472
  • CASH BALANCE PLAN (#003)135
Total 607Click row to drill in

Benefits portfolio analytics

1 plan / $2.9M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$108K
  • Other$58K
  • Short-term disability$54K
  • Long-term disability$38K
  • Life$30K
  • Vision$19K
Total $2.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • COMMUNITY INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • HUSTON FINANCIAL SERVICES INC82%
  • CORNERSTONE BROKER INS SERVICES12%
  • CROWN RISK MANAGEMENT, LLC6%
Total $96K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN

401k

Assets$56.0M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN

CashBalance

Assets$15.2M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPAEDIC INSTITUTE OF OHIO, INC GROUP INSURANCE PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$2.9M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN401k$56.0M4722024
003ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLANCashBalance$15.2M1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPAEDIC INSTITUTE OF OHIO, INC GROUP INSURANCE PLANMixedCOMMUNITY INSURANCE COMPANY$2.9M2132025
Retirement plans
Welfare plans
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