Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#003)$15.2M
Filings through .
Orthopaedic Institute of Ohio, Inc.
EIN 31-1562435medical practiceLatest filing 2025
Plans
3
Retirement
2
$84.9M assets
Health & Benefits
1
$2.9M premiums
Participants
768
801 MEDICAL DRIVE - LIMA, OH 45804419-222-6622orthoohio.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $84.9M assets / 622 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN
401(k)
Assets$69.7M
Participants487
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN
Cash balance
Assets$15.2M
Participants135
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ORTHOPAEDIC INSTITUTE OF OHIO, INC GROUP INSURANCE PLAN
Mixed - COMMUNITY INSURANCE COMPANY
Premiums$2.9M
Covered lives213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN | 401(k) | $69.7M | 487 | 2025 |
| #003 | ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHPAEDIC SURGERY CASH BALANCE PLAN | Cash balance | $15.2M | 135 | 2024 |
- ORTHOPAEDIC INSTITUTE OF OHIO, INC. / INSTITUTE FOR ORTHOPAEDIC SURGERY RETIREMENT SAVINGS PLAN$69.7M#002 · 401(k) · 2025487
- #003 · Cash balance · 2024135
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ORTHOPAEDIC INSTITUTE OF OHIO, INC GROUP INSURANCE PLAN | Mixed | COMMUNITY INSURANCE COMPANY | $2.9M | 213 | 2025 |
- #501 · Mixed · COMMUNITY INSURANCE COMPANY · 2025213
Retirement plans
Health & Benefits plans