PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AMERICAN ORTHODONTICS CORPORATION
Sponsor portfolioTH

AMERICAN ORTHODONTICS CORPORATION

EIN 39-1093323-medical devices-Latest filing 2025
Plans
2
Retirement
1
$85.1M assets
Welfare
1
$247K premiums
Participants
1,532
3524 WASHINGTON AVENUE - SHEBOYGAN, WI 53081920-457-5051americanortho.comLinkedIn501-1000 employeesmedical devices
Plans on this EIN
2 filings
#002401k-$85.1M - 839 part#507Mixed-$247K - 705 lives

Benefits portfolio analytics

1 plan / $247K premiums / 705 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$247K
  • Life$234K
  • Long-term disability$234K
Total $247K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY95%
  • AURORA HEALTHCARE5%
Total $247K2 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HAYS COMPANIES, INC.89%
  • WATCHTOWER TECHNOLOGIES INC11%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN

401k

Assets$85.1M
Participants839
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

AMERICAN ORTHODONTICS CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$247K
Covered lives705
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN ORTHODONTICS CORPORATION EMPLOYEES' WAGE INVESTMENT PLAN401k$85.1M8392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507AMERICAN ORTHODONTICS CORPORATION COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$247K7052025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica