Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#002)$24.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $78.9M assets / 587 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $3.1M premiums / 402 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - BLUE CROSS BLUE SHIELD OF MICHIGAN
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC 401(K) PLAN | 401(k) | $54.8M | 530 | 2025 |
| #002 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC CASH BALANCE PLAN | Cash balance | $24.0M | 57 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MICHIGAN ORTHOPAEDIC SURGEONS, PLLC | Fully insured | BLUE CROSS BLUE SHIELD OF MICHIGAN | $3.1M | 402 | 2025 |