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Sponsor portfolio

ALPHATEC SPINE, INC.

EIN 33-0412288-Latest filing 2025
Plans
2
Retirement
1
$58.6M assets
Welfare
1
$1.7M premiums
Participants
1,640
1950 CAMINO VIDA ROBLE - CARLSBAD, CA 92008760-431-9286
Plans on this EIN
2 filings
#001401k-$58.6M - 933 part#501Mixed-$1.7M - 1,272 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Dental$1.4M
  • Vision$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • METROPOLITAN LIFE INSURANCE COMPANY83%
  • MODERN HEALTH8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • HUB INTERNATIONAL MIDWEST LIMITED96%
  • PLANSOURCE BENEFITS ADMINISTRATION3%
  • ORION INTERNATIONAL INS SVCS0%
Total $207K3 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

ALPHATEC SPINE, INC. 401(K) PLAN

401k

Assets$58.6M
Participants933
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALPHATEC SPINE, INC. WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives1,272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALPHATEC SPINE, INC. 401(K) PLAN401k$58.6M9332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALPHATEC SPINE, INC. WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.7M1,2722025
Retirement plans
Welfare plans
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