Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
EMERGEORTHO, P.A.
EIN 56-1079264medical practiceLatest filing 2024
Plans
4
Retirement
3
$296.8M assets
Welfare
1
$2.2M premiums
Participants
5,911
120 WILLIAM PENN PLAZA - DURHAM, NC 277042150919-281-1804emergeortho.comLinkedIn1001-5000 employeesmedical practice
Retirement portfolio analytics
3 plans aggregated / $296.8M assets / 3,905 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- THE VANGUARD GROUP, INC.93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 2,782 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Life$1.3M
- Long-term disability$1.3M
- Vision$194K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA60%
- RELIASTAR LIFE INSURANCE COMPANY18%
- COMMUNITY EYE CARE9%
- UNITEDHEALTHCARE INSURANCE COMPANY7%
- 1-800MD, LLC2%
- +2 more
Broker market share
Schedule A broker compensation
56%top
- FRERICK E. ANGLE56%
- GALLAGHER BENEFIT SERVICES, INC.16%
- BENE RE LLC12%
- ANGLE BENEFITS GROUP6%
- DIGITAL INSURANCE LLC4%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMERGEORTHO, P.A. RETIREMENT PLAN
401k
Assets$213.8M
Participants2,028
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EMERGEORTHO PA RETIREMENT PLAN 2
401k
Assets$61.0M
Participants1,789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EMERGEORTHO, P. A. PENSION PLAN
TraditionalDB
Assets$22.0M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMERGEORTHO, P.A. WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.2M
Covered lives2,782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMERGEORTHO, P.A. RETIREMENT PLAN | 401k | $213.8M | 2,028 | 2024 | |
| 002 | EMERGEORTHO PA RETIREMENT PLAN 2 | 401k | $61.0M | 1,789 | 2024 | |
| 003 | EMERGEORTHO, P. A. PENSION PLAN | TraditionalDB | $22.0M | 88 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMERGEORTHO, P.A. WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.2M | 2,782 | 2024 |
Retirement plans
Welfare plans