PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.
Sponsor portfolioTH

TENNESSEE ORTHOPAEDIC ALLIANCE, P.A.

EIN 62-0862316-medical practice-Latest filing 2024
Plans
3
Retirement
2
$275.3M assets
Welfare
1
$1.4M premiums
Participants
3,234
608 NORRIS AVENUE - NASHVILLE, TN 37204615-695-1428toa.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#003401k-$236.6M - 1,890 part#004CashBalance-$38.7M - 101 part#501Mixed-$1.4M - 1,625 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 / $1.4M premiums / 1,625 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$738K
  • Other$738K
  • Short-term disability$604K
  • Long-term disability$604K
  • Dental$511K
  • Vision$131K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
  • DELTA DENTAL OF CALIFORNIA37%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • GALLAGHER BENEFIT SERVICES, INC.74%
  • DIGITAL INSURANCE LLC19%
  • CENTRO BENEFITS RESEARCH LLC7%
  • JOHN M. WOODALL AGENCY0%
  • PROFIT PLANS LLC0%
  • +1 more
Total $191K6 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 - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,625
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 PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.4M1,6252024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica