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 / $116.0M assets / 1,285 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.1M premiums / 608 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)
Cash balance
Mixed - SUN LIFE
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PEACHTREE ORTHOPAEDIC CLINIC, P.A. 401(K) RETIREMENT PLAN | 401(k) | $104.0M | 699 | 2025 |
| #005 | PEACHTREE ORTHOPEDICS PENSION PLAN | Cash balance | $12.0M | 586 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PEACHTREE ORTHOPAEDIC CLINIC PA WELFARE BENEFIT PLAN | Mixed | SUN LIFE | $1.1M | 608 | 2025 |