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PEACHTREE ORTHOPAEDIC CLINIC PA

EIN 58-1080740-medical practice-Latest filing 2025
Plans
3
Retirement
2
$103.4M assets
Welfare
1
$1.1M premiums
Participants
1,776
2001 PEACHTREE ROAD NE, SUITE 700 - ATLANTA, GA 30309404-350-4703LinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#003401k-$90.6M - 645 part#005CashBalance-$12.7M - 523 part#501Mixed-$1.1M - 608 lives

Retirement portfolio analytics

2 plans aggregated / $103.4M assets / 1,168 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • 401(K) RETIREMENT PLAN (#003)88%
  • PEACHTREE ORTHOPEDICS PENSION (#005)12%
Total $103.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#003)645
  • PEACHTREE ORTHOPEDICS PENSION (#005)523
Total 1,168Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 608 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.0M
  • Life$990K
  • Short-term disability$990K
  • Long-term disability$990K
  • Vision$54K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA95%
  • VISION SERVICE PLAN5%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • IRONWOOD BENEFITS ADVISORY SERVICES25%
  • ELF VENTURES, LLC0%
Total $182K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PEACHTREE ORTHOPAEDIC CLINIC, P.A. 401(K) RETIREMENT PLAN

401k

Assets$90.6M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PEACHTREE ORTHOPEDICS PENSION PLAN

CashBalance

Assets$12.7M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEACHTREE ORTHOPAEDIC CLINIC PA WELFARE BENEFIT PLAN

Mixed - SUN LIFE

Premiums$1.1M
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PEACHTREE ORTHOPAEDIC CLINIC, P.A. 401(K) RETIREMENT PLAN401k$90.6M6452024
005PEACHTREE ORTHOPEDICS PENSION PLANCashBalance$12.7M5232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEACHTREE ORTHOPAEDIC CLINIC PA WELFARE BENEFIT PLANMixedSUN LIFE$1.1M6082025
Retirement plans
Welfare plans
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