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Sponsor portfolioTH

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A.

EIN 48-1253024-health, wellness and fitness-Latest filing 2025
Plans
3
Retirement
2
$31.9M assets
Welfare
1
$119K premiums
Participants
369
9828 E. SHANNON WOODS CIR., STE 100 - WICHITA, KS 67226316-631-1600aoaortho.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
3 filings
#001401k-$27.0M - 145 part#002CashBalance-$4.9M - 84 part#501Mixed-$119K - 140 lives

Retirement portfolio analytics

2 plans aggregated / $31.9M assets / 229 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • ASSOCIATES, P.A. 401(K) (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $31.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY85%
  • (Not disclosed)15%
Total $31.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, P.A. 401(K) (#001)145
  • CASH BALANCE PLAN (#002)84
Total 229Click row to drill in

Benefits portfolio analytics

1 plan / $119K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$119K
  • Dental$116K
  • Vision$116K
  • Life$116K
  • Short-term disability$116K
Total $119K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA97%
  • EMPAC3%
Total $119K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • USI INSURANCE SERVICES LLC69%
  • EVERLONG GROUP MEDICAL CAPTIVE31%
Total $19K2 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

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN

401k

Assets$27.0M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. CASH BALANCE PLAN

CashBalance

Assets$4.9M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN.

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$119K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PLAN401k$27.0M1452024
002ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. CASH BALANCE PLANCashBalance$4.9M842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANCED ORTHOPAEDIC ASSOCIATES, P.A. GROUP HEALTH PLAN.MixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$119K1402025
Retirement plans
Welfare plans
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