Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $43.2M assets / 440 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $3.8M premiums / 455 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - PRIORITY HEALTH
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN | 401(k) | $39.5M | 368 | 2025 |
| #006 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C. PENSION PLAN | Cash balance | $3.8M | 72 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC HEALTH AND WELFARE BENEFIT PLAN | Fully insured | PRIORITY HEALTH | $3.8M | 455 | 2025 |