Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$601K
- Dental$101K
- Vision$101K
- Other$61K
- Short-term disability$37K
- Life$24K
Sponsor portfolio
REGIONAL ORTHOPAEDIC ASSOCIATES, P.A.
EIN 51-0366909Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$47.8M assets
Welfare
1
$762K premiums
Participants
456
1941 LIMESTONE ROAD, SUITE 101 - WILMINGTON, DE 19808302-655-9494
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $762K premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- SUN LIFE ASSURANCE COMPANY OF CANADA79%
- AETNA LIFE INSURANCE COMPANY13%
- DEARBORN LIFE INSURANCE COMPANY5%
- HARTFORD LIFE AND ACCIDENT3%
Broker market share
Schedule A broker compensation
39%top
- PATRIOT GROWTH INSURANCE SERVICES39%
- THE SAFEGARD GROUP INC26%
- DONATO HOLDINGS INC20%
- GALLAGHER BENEFIT SERVICES, INC.8%
- JAMES R NELLIGAN & ASSOCIATES LLC6%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP
401k
Assets$47.8M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
REGIONAL ORTHOPAEDIC ASSOCIATES WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$762K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | REGIONAL ORTHOPAEDIC ASSOCIATES 401(K) PSP | 401k | $47.8M | 255 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | REGIONAL ORTHOPAEDIC ASSOCIATES WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $762K | 246 | 2024 |
Retirement plans
Welfare plans