Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$72K
- Life$72K
- Short-term disability$72K
- Long-term disability$72K
- Other$72K
Sponsor portfolio
SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC
EIN 59-3696338medical practiceLatest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$72K premiums
Participants
368
6800 SOUTHPOINT PARKWAY, SUITE 300 - JACKSONVILLE, FL 32216904-634-0640se-ortho.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $72K premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
62%top
- BROWN & BROWN INSURANCE SERVICES62%
- GIS BENEFITS INC30%
- GALLAGHER BENEFIT SERVICES, INC.9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST
401k
Assets$25.4M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#519
SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC LIFE AND DISABILITY PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$72K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST | 401k | $25.4M | 227 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 519 | SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC LIFE AND DISABILITY PLAN | Mixed | STANDARD INSURANCE COMPANY | $72K | 141 | 2025 |
Retirement plans
Welfare plans