PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OPTIM ORTHOPEDICS, LLC
Sponsor portfolio

OPTIM ORTHOPEDICS, LLC

EIN 47-2413464-medical practice-Latest filing 2025
Plans
2
Retirement
1
$46.3M assets
Welfare
1
$451K premiums
Participants
597
210 EAST DERENNE AVENUE - SAVANNAH, GA 314056736912-644-5301optimorthopedics.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$46.3M - 366 part#504Fully Insured-$451K - 550 lives

Benefits portfolio analytics

1 plan / $451K premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$241K
  • Life$214K
  • Short-term disability$204K
  • Long-term disability$204K
  • Dental$182K
  • Vision$28K
  • +1 more
Total $451K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • AMERITAS LIFE INSURANCE CORP.47%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA45%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $451K4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • STERLING AND STERLING, INC.73%
  • STERLING SEACREST PRITCHARD, INC.25%
  • ASSUREDPARTNERS2%
  • ASSUREX GLOBAL CORPORATION0%
  • IMG0%
  • +1 more
Total $42K6 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

OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$46.3M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

OPTIM ORTHOPEDICS, LLC HEALTH PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$451K
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN401k$46.3M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504OPTIM ORTHOPEDICS, LLC HEALTH PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$451K5502025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica