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Sponsor portfolio

KENNEDY WHITE & RIGGS ORTHOPAEDIC ASSOCIATES, LLP

EIN 59-2227075-medical practice-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$49K premiums
Participants
348
6050 CATTLERIDGE BLVD STE 201 - SARASOTA, FL 342326028941-365-0655LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$15.6M - 145 part#501Fully Insured-$49K - 203 lives

Benefits portfolio analytics

1 plan / $49K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$49K
  • Vision$49K
  • Life$49K
  • Other$49K
Total $49K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • KANA PRIVATE WEALTH GROUP100%
Total $49K1 slice

Broker market share

Schedule A broker compensation

Split broker
60%top
  • THOMAS W BOSTON60%
  • ASSUREDPARTNERS17%
  • ROGERS BENEFIT GROUP INC17%
  • FOUNDATION RISK PARTNERS CORP5%
Total $8K4 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

KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN

401k

Assets$15.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KENNEDY WHITE ORTHOPAEDIC CENTER BENEFIT PLAN

Fully Insured - KANA PRIVATE WEALTH GROUP

Premiums$49K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERY, 401(K) PLAN401k$15.6M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KENNEDY WHITE ORTHOPAEDIC CENTER BENEFIT PLANFully InsuredKANA PRIVATE WEALTH GROUP$49K2032025
Retirement plans
Welfare plans
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