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ORA ORTHOPEDICS, PC

EIN 36-2691642-medical practice-Latest filing 2025
Plans
6
Retirement
2
$88.7M assets
Welfare
4
$5.2M premiums
Participants
2,586
5250 COMPETITION DR - BETTENDORF, IA 52722563-322-0971qcora.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
6 filings
#003401k-$78.0M - 494 part#005CashBalance-$10.7M - 441 part#502Fully Insured-$4.5M - 859 lives#507Fully Insured-$447K - 507 lives#506Fully Insured-$188K - 912 lives#508Fully Insured-$44K - 744 lives

Retirement portfolio analytics

2 plans aggregated / $88.7M assets / 935 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • P.C. 401(K) Savings (#003)88%
  • CASH BALANCE PLAN (#005)12%
Total $88.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • AVANTAX INSURANCE AGENCY LLC88%
  • (Not disclosed)12%
Total $88.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.C. 401(K) Savings (#003)494
  • CASH BALANCE PLAN (#005)441
Total 935Click row to drill in

Benefits portfolio analytics

4 plans / $5.2M premiums / 3,022 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Life$447K
  • Short-term disability$447K
  • Long-term disability$447K
  • Other$447K
  • Dental$188K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • SYMETRA LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $5.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ASSUREDPARTNERS73%
  • BHERD23%
  • DIRECT BENEFITS4%
Total $91K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN

401k

Assets$78.0M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

ORA ORTHOPEDICS, P.C. CASH BALANCE PLAN

CashBalance

Assets$10.7M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORA ORTHOPEDICS, PC HEALTH CARE PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$4.5M
Covered lives859
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

ORA ORTHOPEDICS, PC DISABILITY PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$447K
Covered lives507
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ORA ORTHOPEDICS GROUP DENTAL PLAN

Fully Insured - DELTA DENTAL OF IOWA

Premiums$188K
Covered lives912
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

ORA ORTHOPEDICS GROUP VISION PLAN

Fully Insured - FIDELITY SECURITY LIFE INSURANCE COMPANY

Premiums$44K
Covered lives744
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ORA ORTHOPEDICS, P.C. 401(K) SAVINGS PLAN401k$78.0M4942024
005ORA ORTHOPEDICS, P.C. CASH BALANCE PLANCashBalance$10.7M4412024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORA ORTHOPEDICS, PC HEALTH CARE PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$4.5M8592025
507ORA ORTHOPEDICS, PC DISABILITY PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$447K5072025
506ORA ORTHOPEDICS GROUP DENTAL PLANFully InsuredDELTA DENTAL OF IOWA$188K9122025
508ORA ORTHOPEDICS GROUP VISION PLANFully InsuredFIDELITY SECURITY LIFE INSURANCE COMPANY$44K7442025
Retirement plans
Welfare plans
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