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Sponsor portfolio

DES MOINES ORTHOPAEDIC SURGEONS, P.C.

EIN 42-0984558-marketing and advertising-Latest filing 2024
Plans
3
Retirement
2
$102.2M assets
Welfare
1
$588K premiums
Participants
790
6001 WESTOWN PARKWAY - WEST DES MOINES, IA 502667702515-224-1414LinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
3 filings
#002401k-$92.7M - 441 part#004CashBalance-$9.4M - 55 part#501Fully Insured-$588K - 294 lives

Retirement portfolio analytics

2 plans aggregated / $102.2M assets / 496 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#002)91%
  • CASH BALANCE PLAN (#004)9%
Total $102.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)441
  • CASH BALANCE PLAN (#004)55
Total 496Click row to drill in

Benefits portfolio analytics

1 plan / $588K premiums / 294 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$432K
  • Short-term disability$432K
  • Long-term disability$432K
  • Other$432K
  • Dental$136K
  • Vision$21K
Total $588K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA73%
  • DELTA DENTAL OF CALIFORNIA23%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Total $588K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • NORTH RISK PARTNERS LLC99%
  • MGIS0%
  • WELLMARK INC0%
Total $44K3 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

DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$92.7M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

DES MOINES ORTHOPAEDIC SURGEONS, P.C. CASH BALANCE PLAN

CashBalance

Assets$9.4M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DES MOINES ORTHOPAEDIC SURGEONS PC WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$588K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DES MOINES ORTHOPAEDIC SURGEONS, P.C. 401(K) PROFIT SHARING PLAN401k$92.7M4412024
004DES MOINES ORTHOPAEDIC SURGEONS, P.C. CASH BALANCE PLANCashBalance$9.4M552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DES MOINES ORTHOPAEDIC SURGEONS PC WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$588K2942024
Retirement plans
Welfare plans
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