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  2. THE ORANGE GROVE CENTER, INC.
Sponsor portfolio

THE ORANGE GROVE CENTER, INC.

EIN 62-0549365-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$611K premiums
Participants
1,253
615 DERBY STREET - CHATTANOOGA, TN 37404423-629-1451orangegrovecenter.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#003401k-$12.6M - 707 part#502Mixed-$611K - 529 lives

Benefits portfolio analytics

1 plan / $611K premiums / 529 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$473K
  • Life$389K
  • Short-term disability$389K
  • Long-term disability$389K
  • Dental$138K
  • Vision$138K
Total $611K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • SYMETRA LIFE INSURANCE COMPANY77%
  • BLUE CROSS OF CALIFORNIA23%
Total $611K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • THE BALDWIN GROUP WEST LLC71%
  • BRENT WICK16%
  • GROUP INSURANCE SERVICES INC11%
  • GIS BENEFITS INC1%
Total $111K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

401(K) PROFIT SHARING PLAN FOR ORANGE GROVE CENTER, INC.

401k

Assets$12.6M
Participants707
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ORANGE GROVE CENTER, INC. EMPLOYEE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$611K
Covered lives529
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003401(K) PROFIT SHARING PLAN FOR ORANGE GROVE CENTER, INC.401k$12.6M7072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ORANGE GROVE CENTER, INC. EMPLOYEE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$611K5292025
Retirement plans
Welfare plans
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