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  2. ORTHOVIRGINIA, INC
Sponsor portfolio

ORTHOVIRGINIA, INC

EIN 54-0885859-medical practice-Latest filing 2024
Plans
3
Retirement
2
$299.0M assets
Welfare
1
$3.7M premiums
Participants
4,360
1115 BOULDERS PKWY, SUITE 200 - NORTH CHESTERFIELD, VA 23225804-560-5595orthovirginia.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$273.9M - 2,903 part#004CashBalance-$25.1M - 83 part#502Mixed-$3.7M - 2,237 lives

Retirement portfolio analytics

2 plans aggregated / $299.0M assets / 2,986 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN AND TRUST (#001)92%
  • CASH BALANCE PENSION (#004)8%
Total $299.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • MERRILL LYNCH PIERCE FENNER & SMITH92%
  • (Not disclosed)8%
Total $299.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)2,903
  • CASH BALANCE PENSION (#004)83
Total 2,986Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 2,237 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Stop-loss$1.5M
  • Vision$145K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
  • SYMETRA LIFE INSURANCE COMPANY42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • EYEMED VISION CARE4%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • ENROLLEASE1%
Total $196K2 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

ORTHOVIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$273.9M
Participants2,903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ORTHOVIRGINIA, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$25.1M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORTHOVIRGINIA, INC. WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.7M
Covered lives2,237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOVIRGINIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$273.9M2,9032024
004ORTHOVIRGINIA, INC. CASH BALANCE PENSION PLANCashBalance$25.1M832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORTHOVIRGINIA, INC. WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.7M2,2372024
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