Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED ORTHOPEDIC CENTER OF CHARLOTTE COUNTY, P.A.
EIN 59-2050967Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$53K premiums
Participants
274
1641 TAMIAMI TRAIL, STE 1 - PORT CHARLOTTE, FL 33948941-629-6262
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.9M assets / 168 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $53K premiums / 106 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$53K
- Vision$53K
- Life$53K
- Short-term disability$53K
- Other$53K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- ACRISURE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ADVANCED ORTHOPEDIC CENTER 401(K) PLAN
401k
Assets$16.7M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ADVANCED ORTHOPEDIC CENTER CASH BALANCE PLAN II
CashBalance
Assets$4.3M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ADVANCED ORTHOPEDIC CENTER OF PORT CHARLOTTE EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$53K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ADVANCED ORTHOPEDIC CENTER 401(K) PLAN | 401k | $16.7M | 90 | 2025 | |
| 004 | ADVANCED ORTHOPEDIC CENTER CASH BALANCE PLAN II | CashBalance | $4.3M | 78 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ADVANCED ORTHOPEDIC CENTER OF PORT CHARLOTTE EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $53K | 106 | 2025 |
Retirement plans
Welfare plans