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  2. FIRST STATE ORTHOPAEDICS, P.A.
Sponsor portfolio

FIRST STATE ORTHOPAEDICS, P.A.

EIN 51-0297303-hospital & health care-Latest filing 2024
Plans
3
Retirement
1
$78.3M assets
Welfare
2
$1.5M premiums
Participants
1,539
211 EXECUTIVE DRIVE, SUITE 11 - NEWARK, DE 19702302-451-6952firststateortho.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$78.3M - 743 part#501Self Funded-$1.2M - 356 lives#503Fully Insured-$315K - 430 lives

Benefits portfolio analytics

2 plans / $1.5M premiums / 786 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Dental$278K
  • Vision$278K
  • Life$36K
  • Short-term disability$36K
  • Long-term disability$36K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HM LIFE INSURANCE COMPANY79%
  • SUN LIFE ASSURANCE COMPANY OF CANADA21%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • L & W INSURANCE INC100%
  • MGIS0%
Total $11K2 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

FIRST STATE ORTHOPAEDICS, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$78.3M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRST STATE ORTHOPAEDICS, P.A. GROUP HEALTH BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives356
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FIRST STATE ORTHOPAEDICS, P.A. GROUP INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$315K
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST STATE ORTHOPAEDICS, P.A. 401(K) PROFIT SHARING PLAN401k$78.3M7432024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRST STATE ORTHOPAEDICS, P.A. GROUP HEALTH BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$1.2M3562024
503FIRST STATE ORTHOPAEDICS, P.A. GROUP INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$315K4302024
Retirement plans
Welfare plans
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