Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ORTHOPAEDIC ASSOCIATES OF GRAND RAPIDS
EIN 38-1971253hospital & health careLatest filing 2025
Plans
3
Retirement
2
$98.5M assets
Welfare
1
$4.2M premiums
Participants
1,033
1111 LEFFINGWELL NE - GRAND RAPIDS, MI 49525616-459-7101oamichigan.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $98.5M assets / 696 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- NEWPORT GROUP, INC.96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.2M premiums / 704 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Other$449K
- Life$397K
- Short-term disability$397K
- Long-term disability$397K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- DELTA DENTAL OF CALIFORNIA7%
- VISION SERVICE PLAN1%
- PINE REST0%
Broker market share
Schedule A broker compensation
29%top
- HYLANT GROUP INC29%
- CARMAN M. BAINES28%
- ELAINE C. COFFMAN23%
- LOCKTON COMPANIES, LLC14%
- CENTRO BENEFITS RESEARCH LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN
401k
Assets$95.0M
Participants627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ORTHOPAEDIC ASSOCIATES OF MICHIGAN DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$3.6M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ORTHOPAEDIC ASSOCIATES OF MICHIGAN HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$4.2M
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN | 401k | $95.0M | 627 | 2024 | |
| 005 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN DEFINED BENEFIT PENSION PLAN | CashBalance | $3.6M | 69 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $4.2M | 704 | 2025 |
Retirement plans
Welfare plans