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Sponsor portfolio

MICHIGAN ORTHOPAEDIC SURGEONS,PLLC

EIN 45-2118278-medical practice-Latest filing 2025
Plans
3
Retirement
2
$70.6M assets
Welfare
1
$3.1M premiums
Participants
862
26211 CENTRAL PARK BOULEVARD, SUITE 201 - SOUTHFIELD, MI 48076248-845-4364miorthosurgeons.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$46.5M - 479 part#002CashBalance-$24.0M - 57 part#501Fully Insured-$3.1M - 402 lives

Retirement portfolio analytics

2 plans aggregated / $70.6M assets / 536 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • SURGEONS, PLLC 401(K) (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $70.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
66%top
  • SENTINEL PENSION ADVISORS66%
  • (Not disclosed)34%
Total $70.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SURGEONS, PLLC 401(K) (#001)479
  • CASH BALANCE PLAN (#002)57
Total 536Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 402 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Long-term disability$473K
  • Other$461K
  • Life$433K
  • Short-term disability$433K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • BLUE CROSS OF CALIFORNIA41%
  • BLUE CARE NETWORK OF MICHIGAN36%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • DELTA DENTAL OF CALIFORNIA6%
  • VISION SERVICE PLAN1%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
26%top
  • ASSUREDPARTNERS26%
  • AMY J HALL22%
  • ELAINE C. COFFMAN20%
  • LOCKTON COMPANIES, LLC19%
  • CENTRO BENEFITS RESEARCH LLC13%
Total $164K5 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

MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN

401k

Assets$46.5M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MICHIGAN ORTHOPAEDIC SURGEONS, PLLC CASH BALANCE PLAN

CashBalance

Assets$24.0M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MICHIGAN ORTHOPAEDIC SURGEONS, PLLC

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.1M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN401k$46.5M4792024
002MICHIGAN ORTHOPAEDIC SURGEONS, PLLC CASH BALANCE PLANCashBalance$24.0M572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MICHIGAN ORTHOPAEDIC SURGEONS, PLLCFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$3.1M4022025
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