PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Orthopaedic Associates of Muskegon, P.C.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Orthopaedic Associates of Muskegon, P.C.

EIN 38-2192991-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$43.2M assets
Health & Benefits
1
$3.8M premiums
Participants
720
1400 MERCY DR STE 100 - MUSKEGON, MI 49444231-733-1326oamkg.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#004401(k)-$39.5M - 368 part#006Cash balance-$3.8M - 72 part#501Fully insured-$3.8M - 455 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $43.2M assets / 440 participants

Assets by plan

Share of aggregate retirement assets

  • MUSKEGON, PC 401(K) (#004)$39.5M
  • MUSKEGON, P.C. PENSION (#006)$3.8M
Total $43.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • MUSKEGON, PC 401(K) (#004)368
  • MUSKEGON, P.C. PENSION (#006)72
Total 440Select a row to open it

Benefits portfolio analytics

1 plan / $3.8M premiums / 455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Long-term disability$881K
  • Other$829K
  • Life$714K
  • Short-term disability$714K
  • +2 more
Total $3.8M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN

401(k)

Assets$39.5M
Participants368
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C. PENSION PLAN

Cash balance

Assets$3.8M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC HEALTH AND WELFARE BENEFIT PLAN

Fully insured - PRIORITY HEALTH

Premiums$3.8M
Covered lives455
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN401(k)$39.5M3682025
#006ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C. PENSION PLANCash balance$3.8M722025
  • ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN$39.5M
    #004 · 401(k) · 2025368
  • ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C. PENSION PLAN$3.8M
    #006 · Cash balance · 202572

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC HEALTH AND WELFARE BENEFIT PLANFully insuredPRIORITY HEALTH$3.8M4552025
  • ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC HEALTH AND WELFARE BENEFIT PLAN$3.8M
    #501 · Fully insured · PRIORITY HEALTH · 2025455
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica