Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Other$390K
- Life$293K
- Short-term disability$293K
- Long-term disability$293K
Sponsor portfolio
SPECIALTY ORTHOPEDIC GROUP OF MS, LLC
EIN 47-4372269medical practiceLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$2.0M premiums
Participants
444
1211 S GLOSTER ST., STE. A - TUPELO, MS 38801662-767-4200sogms.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 422 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- PRINCIPAL LIFE INSURANCE COMPANY15%
- AFLAC5%
Broker market share
Schedule A broker compensation
50%top
- BARBARA BAROS50%
- ROSS & YERGER INSURANCE INC34%
- MJ INSURANCE17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPECIALTY ORTHOPEDIC GROUP OF MS, LLC 401(K) PLAN
401k
Assets$6.9M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPECIALTY ORTHOPEDIC GROUP OF MS WELFARE BENEFIT PLAN
Mixed - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI
Premiums$2.0M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPECIALTY ORTHOPEDIC GROUP OF MS, LLC 401(K) PLAN | 401k | $6.9M | 223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPECIALTY ORTHOPEDIC GROUP OF MS WELFARE BENEFIT PLAN | Mixed | BLUE CROSS & BLUE SHIELD OF MISSISSIPPI | $2.0M | 422 | 2025 |
Retirement plans
Welfare plans