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Sponsor portfolio

ORTHOPAEDICS NORTHEAST, PC

EIN 35-1496097-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$104.1M assets
Welfare
1
$934K premiums
Participants
896
5050 NORTH CLINTON STREET - FORT WAYNE, IN 46825260-408-2356
Plans on this EIN
2 filings
#002401k-$104.1M - 565 part#502Mixed-$934K - 331 lives

Benefits portfolio analytics

1 plan / $934K premiums / 331 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • COMPANION LIFE INSURANCE COMPANY67%
  • HARTFORD LIFE AND ACCIDENT33%
Total $934K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BALDASSARI FINANCIAL PLANNING100%
Total $62K1 slice

Plan deep-dives

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

ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN

401k

Assets$104.1M
Participants565
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORTHOPAEDICS NORTHEAST, PC EMPLOYEE GROUP HEALTH PLAN

Mixed - COMPANION LIFE INSURANCE COMPANY

Premiums$934K
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORTHOPAEDICS NORTHEAST, PC PROFIT SHARING PLAN401k$104.1M5652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORTHOPAEDICS NORTHEAST, PC EMPLOYEE GROUP HEALTH PLANMixedCOMPANION LIFE INSURANCE COMPANY$934K3312024
Retirement plans
Welfare plans
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