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Sponsor portfolio

OLIVER STANBERY ORTHOPEDICS, LLC

EIN 47-4913914-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.4M premiums
Participants
375
13157 MIDDLETOWN INDUSTRIAL BLVD., SUITE C - LOUISVILLE, KY 40223502-244-0028
Plans on this EIN
2 filings
#001401k-$10.2M - 216 part#501Fully Insured-$1.4M - 238 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$173K
  • Vision$173K
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MARSH & MCLENNAN AGENCY LLC68%
  • MCGRIFF INSURANCE SERVICES INC16%
  • THE BENEFIT COMPANY INC16%
Total $73K3 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

ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN

401k

Assets$10.2M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OLIVER STANBERY ORTHOPEDICS, LLC DBA ZIMMER BIOMET ORTHOSOLUTIONS HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$1.4M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZIMMER BIOMET OLIVER STANBERY 401(K) PLAN401k$10.2M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OLIVER STANBERY ORTHOPEDICS, LLC DBA ZIMMER BIOMET ORTHOSOLUTIONS HEALTH AND WELFARE PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$1.4M2382025
Retirement plans
Welfare plans
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