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Sponsor portfolio

ORTHOUNITED, INC.

EIN 34-1032526-Latest filing 2025
Plans
3
Retirement
2
$38.2M assets
Welfare
1
$442K premiums
Participants
718
4760 BELPAR STREET NW - CANTON, OH 44718330-492-9200orthounitedohio.comLinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$33.6M - 343 part#002CashBalance-$4.6M - 75 part#501Mixed-$442K - 298 lives

Retirement portfolio analytics

2 plans aggregated / $38.2M assets / 418 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • CASH BALANCE PLAN (#002)12%
Total $38.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)343
  • CASH BALANCE PLAN (#002)75
Total 418Click row to drill in

Benefits portfolio analytics

1 plan / $442K premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$442K
  • Vision$442K
  • Life$442K
  • Short-term disability$442K
  • Long-term disability$442K
  • Other$442K
Total $442K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $442K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • DIGITAL INSURANCE LLC75%
  • ENROLLEASE25%
Total $82K2 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

ORTHOUNITED, INC. 401K PROFIT SHARING PLAN

401k

Assets$33.6M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORTHOUNITED, INC CASH BALANCE PLAN

CashBalance

Assets$4.6M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOUNITED, INC. DBA ORTHOUNITED, INC OMNI DIVISION EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$442K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOUNITED, INC. 401K PROFIT SHARING PLAN401k$33.6M3432024
002ORTHOUNITED, INC CASH BALANCE PLANCashBalance$4.6M752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOUNITED, INC. DBA ORTHOUNITED, INC OMNI DIVISION EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$442K2982025
Retirement plans
Welfare plans
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