Assets by plan
Share of aggregate retirement assets
- SHARING AND Savings (#001)$101.1M
Filings through .
Top hat
Orthopaedic Associates of Michigan
EIN 38-1971253hospital & health careLatest filing 2025
Plans
3
Retirement
2
$106.6M assets
Health & Benefits
1
$4.2M premiums
Participants
1,006
1111 LEFFINGWELL NE - GRAND RAPIDS, MI 49525616-459-7101oamichigan.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $106.6M assets / 669 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- NEWPORT GROUP, INC.$101.1M
- (Not disclosed)$5.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.2M premiums / 704 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN
401(k)
Assets$101.1M
Participants600
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
ORTHOPAEDIC ASSOCIATES OF MICHIGAN DEFINED BENEFIT PENSION PLAN
Cash balance
Assets$5.5M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ORTHOPAEDIC ASSOCIATES OF MICHIGAN HEALTH AND WELFARE PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
Premiums$4.2M
Covered lives704
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN PROFIT SHARING AND SAVINGS PLAN | 401(k) | $101.1M | 600 | 2025 |
| #005 | ORTHOPAEDIC ASSOCIATES OF MICHIGAN DEFINED BENEFIT PENSION PLAN | Cash balance | $5.5M | 69 | 2025 |
- #001 · 401(k) · 2025600
- #005 · Cash balance · 202569
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Fully insured · BLUE CROSS BLUE SHIELD OF MICHIGAN · 2025704
Retirement plans
Health & Benefits plans