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  2. TENNESSEE ORTHOPAEDIC ALLIANCE P.A.
Sponsor portfolioTH

TENNESSEE ORTHOPAEDIC ALLIANCE P.A.

EIN 62-0862316-medical practice-Latest filing 2025
Plans
3
Retirement
2
$275.3M assets
Welfare
1
$2.5M premiums
Participants
3,372
12 CADILLAC DRIVE, SUITE 440 - BRENTWOOD, TN 37027615-695-1428toa.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#003401k-$236.6M - 1,890 part#004CashBalance-$38.7M - 101 part#501Mixed-$2.5M - 1,684 lives

Retirement portfolio analytics

2 plans aggregated / $275.3M assets / 1,991 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#003)86%
  • CASH BALANCE PLAN (#004)14%
Total $275.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • NWPS86%
  • (Not disclosed)14%
Total $275.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)1,890
  • CASH BALANCE PLAN (#004)101
Total 1,991Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 1,684 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Other$1.9M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • Dental$523K
  • Vision$138K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • SYMETRA LIFE INSURANCE COMPANY69%
  • DELTA DENTAL OF CALIFORNIA21%
  • VISION SERVICE PLAN5%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY5%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • DIGITAL INSURANCE LLC89%
  • CENTRO BENEFITS RESEARCH LLC11%
Total $255K2 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

TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN

401k

Assets$236.6M
Participants1,890
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. CASH BALANCE PLAN

CashBalance

Assets$38.7M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TENNESSEE ORTHOPAEDIC ALLIANCE EMPLOYEE BENEFITS PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives1,684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003TENNESSEE ORTHOPAEDIC ALLIANCE 401(K) & PROFIT SHARING PLAN401k$236.6M1,8902024
004TENNESSEE ORTHOPAEDIC ALLIANCE, P.A. CASH BALANCE PLANCashBalance$38.7M1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TENNESSEE ORTHOPAEDIC ALLIANCE EMPLOYEE BENEFITS PLANMixedSYMETRA LIFE INSURANCE COMPANY$2.5M1,6842025
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