Sponsor portfolio

THE CENTERS FOR ADVANCED ORTHOPAEDICS

EIN 45-4852156medical practiceLatest filing 2025

Plans

Retirement

$196.1M assets

Welfare

$2.3M premiums

Participants

4,472

6707 DEMOCRACY BLVD, SUITE 504 - BETHESDA, MD 20817301-637-8712cfaortho.comLinkedIn1001-5000 employeesmedical practice

Plans on this EIN

2 filings

#001401k-$196.1M - 2,792 part #501Mixed-$2.3M - 994 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 994 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Long-term disability$896K
Dental$597K
Vision$597K
Other$452K
Life$401K
Short-term disability$361K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

71%top

TRANSAMERICA LIFE INSURANCE COMPANY71%
CIGNA HEALTH AND LIFE INSURANCE COMPANY26%
METROPOLITAN LIFE INSURANCE COMPANY2%
TRUSTMARK INSURANCE COMPANY1%

Broker market share

Schedule A broker compensation

Split broker

44%top

DISABILITY RMS44%
MCGRIFF INSURANCE SERVICES INC32%
MARSH & MCLENNAN AGENCY LLC24%
MID ATLANTIC BENEFITS GROUP LLC0%

Plan deep-dives

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

Retirement#001

CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$196.1M

Participants2,792

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501