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  2. FORT WAYNE ORTHOPAEDICS, LLC
Sponsor portfolio

FORT WAYNE ORTHOPAEDICS, LLC

EIN 35-1893082-hospital & health care-Latest filing 2025
Plans
4
Retirement
1
$65.4M assets
Welfare
3
$506K premiums
Participants
826
7601 W JEFFERSON BLVD - FORT WAYNE, IN 468044133260-436-8686fwortho.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$65.4M - 333 part#501Self Funded-$281K - 154 lives#524Fully Insured-$225K - 179 lives#521Self Funded-0 lives

Benefits portfolio analytics

3 plans / $506K premiums / 333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$281K
  • Life$225K
  • Long-term disability$225K
  • Other$225K
Total $506K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • COMPANION LIFE INSURANCE COMPANY55%
  • SUN LIFE ASSURANCE COMPANY OF CANADA45%
Total $506K2 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • NXTGEN, LLC64%
  • JAMES R NELLIGAN & ASSOCIATES LLC35%
  • MGIS1%
Total $32K3 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

FORT WAYNE ORTHOPAEDICS, LLC PROFIT SHARING PLAN

401k

Assets$65.4M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORT WAYNE ORTHOPAEDICS, LLC EMPLOYEE BENEFIT PLAN

Self Funded - COMPANION LIFE INSURANCE COMPANY

Premiums$281K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524

FORT WAYNE ORTHOPAEDICS, LLC LONG-TERM DISABILITY PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$225K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

FORT WAYNE ORTHOPAEDICS, LLC FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORT WAYNE ORTHOPAEDICS, LLC PROFIT SHARING PLAN401k$65.4M3332025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORT WAYNE ORTHOPAEDICS, LLC EMPLOYEE BENEFIT PLANSelf FundedCOMPANION LIFE INSURANCE COMPANY$281K1542025
524FORT WAYNE ORTHOPAEDICS, LLC LONG-TERM DISABILITY PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$225K1792025
521FORT WAYNE ORTHOPAEDICS, LLC FLEXIBLE BENEFIT PLANSelf Funded-$002025
Retirement plans
Welfare plans
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