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Sponsor portfolio

PENINSULA ORTHOPAEDIC ASSOCIATES, P.A.

EIN 52-0910711-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$36K premiums
Participants
320
1675 WOODBROOKE DRIVE - SALISBURY, MD 21804410-749-4154peninsulaortho.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$19.7M - 184 part#504Mixed-$36K - 134 lives

Benefits portfolio analytics

1 plan / $36K premiums / 134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$36K
  • Long-term disability$36K
  • Other$36K
Total $36K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
Total $36K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • MGIS21%
Total $7872 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

PENINSULA ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING PLAN

401k

Assets$19.7M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

PENINSULA ORTHOPAEDIC ASSOCIATES WELFARE PLAN

Mixed - RELIANCE MATRIX

Premiums$36K
Covered lives134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENINSULA ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING PLAN401k$19.7M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504PENINSULA ORTHOPAEDIC ASSOCIATES WELFARE PLANMixedRELIANCE MATRIX$36K1342025
Retirement plans
Welfare plans
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