Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$34K
- Other$30K
- Long-term disability$25K
- Vision$12K
- Life$12K
Sponsor portfolio
ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE
EIN 39-1930290medical practiceLatest filing 2025
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$101K premiums
Participants
260
2105 EAST ENTERPRISE AVE, SUITE 113 - APPLETON, WI 54913920-991-2561advancedptsm.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $101K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY85%
- VISION SERVICE PLAN12%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
91%top
- MCCLONE AGENCY INC91%
- GALLAGHER BENEFIT SERVICES, INC.6%
- GI GOERGE PARENT LP3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVANCED PHYSICAL THERAPY 401(K) PLAN
401k
Assets$12.8M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVANCED PHYSICAL THERAPY BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$101K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVANCED PHYSICAL THERAPY 401(K) PLAN | 401k | $12.8M | 137 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVANCED PHYSICAL THERAPY BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $101K | 123 | 2025 |
Retirement plans
Welfare plans