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Sponsor portfolio

MACON ORTHOPAEDIC & HAND CENTER, PA DBA ORTHO GEORGIA

EIN 58-1334402-Latest filing 2025
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$1.6M premiums
Participants
921
3708 NORTHSIDE DRIVE - MACON, GA 31210478-745-4206
Plans on this EIN
2 filings
#001401k-$49.2M - 533 part#501Mixed-$1.6M - 1,165 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$773K
  • Other$371K
  • Long-term disability$234K
  • Dental$224K
  • Vision$224K
  • Life$69K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA48%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • UNITED HEALTHCARE INSURANCE COMPANY18%
  • HARTFORD LIFE AND ACCIDENT15%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
  • +2 more
Total $1.6M7 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • SANFORD INSURANCE LLC37%
  • STEALTH PARTNER GROUP LLC31%
  • EARL BACON AGENCY INC16%
  • JONI ANN JUMP3%
  • RUSSELL L WARYE3%
  • +3 more
Total $213K8 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

MACON ORTHOPEDIC & HAND CENTER, PA 401(K) PROFIT SHARING PLAN

401k

Assets$49.2M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MACON ORTHOPAEDIC & HAND CENTER, PA WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.6M
Covered lives1,165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MACON ORTHOPEDIC & HAND CENTER, PA 401(K) PROFIT SHARING PLAN401k$49.2M5332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MACON ORTHOPAEDIC & HAND CENTER, PA WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.6M1,1652025
Retirement plans
Welfare plans
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