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Sponsor portfolio

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C.

EIN 38-2192991-hospital & health care-Latest filing 2024
Plans
3
Retirement
2
$38.0M assets
Welfare
1
$3.4M premiums
Participants
534
1400 MERCY DR STE 100 - MUSKEGON, MI 49444231-733-1326oamkg.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#004401k-$35.3M - 285 part#006CashBalance-$2.7M - 61 part#501Fully Insured-$3.4M - 425 lives

Retirement portfolio analytics

2 plans aggregated / $38.0M assets / 346 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • MUSKEGON, PC 401(K) (#004)93%
  • MUSKEGON, P.C. PENSION (#006)7%
Total $38.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MUSKEGON, PC 401(K) (#004)285
  • MUSKEGON, P.C. PENSION (#006)61
Total 346Click row to drill in

Benefits portfolio analytics

1 plan / $3.4M premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Long-term disability$824K
  • Other$766K
  • Life$670K
  • Short-term disability$670K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • PRIORITY HEALTH67%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
  • DELTA DENTAL OF CALIFORNIA5%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA1%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • VAN WYK, LLC49%
  • LIGHTHOUSE GROUP42%
  • GLEN VAN DE VENTER8%
  • BENEFIT ADVISORS NETWORK LLC1%
  • MICHAEL S YOUNGDAHL0%
Total $139K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN

401k

Assets$35.3M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C. PENSION PLAN

CashBalance

Assets$2.7M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - PRIORITY HEALTH

Premiums$3.4M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ORTHOPAEDIC ASSOCIATES OF MUSKEGON, PC 401(K) PLAN401k$35.3M2852024
006ORTHOPAEDIC ASSOCIATES OF MUSKEGON, P.C. PENSION PLANCashBalance$2.7M612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPAEDIC ASSOCIATES OF MUSKEGON PC HEALTH AND WELFARE BENEFIT PLANFully InsuredPRIORITY HEALTH$3.4M4252024
Retirement plans
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