Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Other$358K
- Life$314K
- Short-term disability$314K
- Long-term disability$314K
- +2 more
Sponsor portfolio
JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC.
EIN 59-3120987hospital & health careLatest filing 2025
Plans
2
Retirement
1
$80.9M assets
Welfare
1
$3.8M premiums
Participants
920
1325 SAN MARCO BOULEVARD, SUITE 701 - JACKSONVILLE, FL 32207904-391-6936joi.netLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 549 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- BLUE CROSS OF CALIFORNIA45%
- UPMC HEALTH OPTIONS41%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- US BENTECH WORKPLACE SOLUTIONS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JACKSONVILLE ORTHOPAEDIC INSTITUE, INC. 401(K) SALARY REDUCTION PLAN & TRUST
401k
Assets$80.9M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JACKSONVILLE ORTHOPAEDIC INSTITUTE WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$3.8M
Covered lives549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JACKSONVILLE ORTHOPAEDIC INSTITUE, INC. 401(K) SALARY REDUCTION PLAN & TRUST | 401k | $80.9M | 547 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JACKSONVILLE ORTHOPAEDIC INSTITUTE WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $3.8M | 549 | 2025 |
Retirement plans
Welfare plans