Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VANN VIRGINIA CENTER FOR ORTHOPAEDICS, P.C.
EIN 54-1869072Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$63.1M assets
Welfare
1
$379K premiums
Participants
490
230 CLEARFIELD AVE, SUITE 124 - VIRGINIA BEACH, VA 23462757-321-3300
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $63.1M assets / 302 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $379K premiums / 230 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$185K
- Long-term disability$185K
- Dental$134K
- Short-term disability$32K
- Other$32K
- Vision$25K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
49%top
- PRINCIPAL LIFE INSURANCE COMPANY49%
- HUMANA INSURANCE COMPANY35%
- HARTFORD LIFE AND ACCIDENT8%
- FIDELITY SECURITY LIFE INSURANCE COMPANY7%
- SENTARA HEALTH PLAN1%
Broker market share
Schedule A broker compensation
94%top
- USI INSURANCE SERVICES LLC94%
- WORKFORCE CONCEPTS LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN
401k
Assets$35.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN
401k
Assets$27.7M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ATLANTIC ORTHOPAEDIC SPECIALISTS WELFARE BENEFITS PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$379K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ATLANTIC ORTHOPAEDIC SPECIALISTS SECOND 401(K) PROFIT SHARING RETIREMENT PLAN | 401k | $35.5M | 16 | 2025 | |
| 001 | ATLANTIC ORTHOPAEDIC SPECIALISTS 401(K) PROFIT SHARING RETIREMENT PLAN | 401k | $27.7M | 286 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ATLANTIC ORTHOPAEDIC SPECIALISTS WELFARE BENEFITS PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $379K | 230 | 2025 |
Retirement plans
Welfare plans