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Sponsor portfolio

ORTHOPAEDIC SPECIALISTS OF NORTH CAROLINA, P.A.

EIN 56-2232487-medical practice-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$148K premiums
Participants
327
11221 GALLERIA AVE, STE 101 - RALEIGH, NC 27614919-562-9410LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$11.3M - 170 part#502Fully Insured-$148K - 155 lives

Benefits portfolio analytics

1 plan / $148K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$86K
  • Vision$62K
  • Life$62K
  • Long-term disability$62K
  • Other$62K
Total $148K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • DELTA DENTAL OF CALIFORNIA58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA42%
Total $148K2 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MARSH & MCLENNAN AGENCY LLC52%
  • 0009K35626%
  • 0009K72621%
  • 0009H749-WATCHTOWER BENEFITS LLC1%
Total $23K4 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

ORTHOPAEDIC SPECIALISTS OF NC, P.A. 401(K) PLAN

401k

Assets$11.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORTHOPAEDIC SPECIALISTS OF NORTH CAROLINA, P.A. BENEFIT WELFARE PLAN

Fully Insured - DELTA DENTAL OF NORTH CAROLINA

Premiums$148K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPAEDIC SPECIALISTS OF NC, P.A. 401(K) PLAN401k$11.3M1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORTHOPAEDIC SPECIALISTS OF NORTH CAROLINA, P.A. BENEFIT WELFARE PLANFully InsuredDELTA DENTAL OF NORTH CAROLINA$148K1552025
Retirement plans
Welfare plans
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