Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $62.1M assets / 301 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $379K premiums / 230 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN | 401(k) | $35.5M | 16 | 2025 |
| #001 | ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | 401(k) | $26.6M | 285 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ATLANTIC ORTHOPAEDIC SPECIALISTS WELFARE BENEFITS PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $379K | 230 | 2025 |