Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$230K
- Life$204K
- Short-term disability$204K
- Long-term disability$204K
- Dental$102K
- Vision$15K
Sponsor portfolio
TRI-STATE ORTHOPAEDIC SURGEONS, INC.
EIN 35-1284898medical practiceLatest filing 2025
Plans
2
Retirement
1
$53.5M assets
Welfare
1
$347K premiums
Participants
423
225 CROSSLAKE DRIVE - EVANSVILLE, IN 47715812-448-4603tristate-ortho.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $347K premiums / 262 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY59%
- PARAMOUNT DENTAL29%
- HCC LIFE INSURANCE COMPANY8%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
94%top
- UNIFIED GROUP SERVICES, INC.94%
- MGIS5%
- GREGORY & APPEL, INC.0%
- CLIPPINGER FINANCIAL GROUP, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRI-STATE ORTHOPAEDIC SURGEONS, INC. 401(K) PLAN
401k
Assets$53.5M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRI-STATE ORTHOPAEDIC SURGEONS, INC. EMPLOYEE HEALTH PLAN
Mixed - RELIANCE MATRIX
Premiums$347K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRI-STATE ORTHOPAEDIC SURGEONS, INC. 401(K) PLAN | 401k | $53.5M | 252 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRI-STATE ORTHOPAEDIC SURGEONS, INC. EMPLOYEE HEALTH PLAN | Mixed | RELIANCE MATRIX | $347K | 262 | 2025 |
Retirement plans
Welfare plans