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Sponsor portfolio

ORTHOPEDIC HEALTH OF KANSAS CITY

EIN 43-0948214-hospital & health care-Latest filing 2025
Plans
4
Retirement
2
$25.4M assets
Welfare
2
$969K premiums
Participants
345
1950 DIAMOND PKWY, SUITE 100 - KANSAS CITY, MO 64116816-889-1575orthohealthkc.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$19.8M - 117 part#002CashBalance-$5.6M - 100 part#525Fully Insured-$947K - 153 lives#526Fully Insured-$23K - 92 lives

Retirement portfolio analytics

2 plans aggregated / $25.4M assets / 217 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • PROFIT SHARING 401(K) (#001)78%
  • CASH BALANCE PLAN (#002)22%
Total $25.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • NEWPORT GROUP, INC.78%
  • (Not disclosed)22%
Total $25.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)117
  • CASH BALANCE PLAN (#002)100
Total 217Click row to drill in

Benefits portfolio analytics

2 plans / $969K premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$861K
  • Prescription drug$861K
  • Dental$69K
  • Vision$69K
  • Life$40K
  • Other$40K
Total $969K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
  • HARTFORD LIFE AND ACCIDENT4%
Total $969K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • CORE FINANCIAL ADVISORS-0%
Total $77K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORTHOPEDIC HEALTH OF KANSAS CITY P. C. PROFIT SHARING 401(K) PLAN

401k

Assets$19.8M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORTHOPEDIC HEALTH OF KANSAS CITY, P.C. CASH BALANCE PLAN

CashBalance

Assets$5.6M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

ORTHOPEDIC HEALTH OF KANSAS CITY EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$947K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

ORTHOPEDIC HEALTH OF KANSAS CITY BASIC LIFE PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$23K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC HEALTH OF KANSAS CITY P. C. PROFIT SHARING 401(K) PLAN401k$19.8M1172024
002ORTHOPEDIC HEALTH OF KANSAS CITY, P.C. CASH BALANCE PLANCashBalance$5.6M1002024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
525ORTHOPEDIC HEALTH OF KANSAS CITY EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$947K1532025
526ORTHOPEDIC HEALTH OF KANSAS CITY BASIC LIFE PLANFully InsuredHARTFORD LIFE AND ACCIDENT$23K922025
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