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Sponsor portfolio

ORTHOPEDIC INSTITUTE, P.C.

EIN 46-0316404-medical practice-Latest filing 2025
Plans
2
Retirement
1
$74.0M assets
Welfare
1
$560K premiums
Participants
554
2120 LIVE STRONGER STREET - TEA, SD 57064605-982-9513orthopedicinstitutesf.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$74.0M - 332 part#501Mixed-$560K - 540 lives

Benefits portfolio analytics

1 plan / $560K premiums / 540 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$280K
  • Life$259K
  • Short-term disability$259K
  • Long-term disability$259K
  • Other$259K
  • Vision$21K
Total $560K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DELTA DENTAL OF CALIFORNIA50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY46%
  • VISION SERVICE PLAN4%
Total $560K3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • EA LEGACY LLC1%
Total $44K2 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 INSTITUTE PROFIT SHARING AND RETIREMENT SAVINGS PLAN

401k

Assets$74.0M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC INSTITUTE GROUP INSURANCE PLAN

Mixed - DELTA DENTAL OF SOUTH DAKOTA

Premiums$560K
Covered lives540
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC INSTITUTE PROFIT SHARING AND RETIREMENT SAVINGS PLAN401k$74.0M3322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC INSTITUTE GROUP INSURANCE PLANMixedDELTA DENTAL OF SOUTH DAKOTA$560K5402025
Retirement plans
Welfare plans
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