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Sponsor portfolio

WATAUGA ORTHOPAEDICS, PLC

EIN 62-1586264-medical practice-Latest filing 2025
Plans
4
Retirement
3
$38.4M assets
Welfare
1
$268K premiums
Participants
833
2410 SUSANNAH STREET - JOHNSON CITY, TN 37601423-282-9011wataugaortho.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
4 filings
#002401k-$35.9M - 357 part#004CashBalance-$1.5M - 67 part#003ProfitSharing-$979K - 174 part#505Mixed-$268K - 235 lives

Retirement portfolio analytics

3 plans aggregated / $38.4M assets / 598 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#002)93%
  • CASH BALANCE PLAN (#004)4%
  • PROFIT SHARING PLAN (#003)3%
Total $38.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)357
  • PROFIT SHARING PLAN (#003)174
  • CASH BALANCE PLAN (#004)67
Total 598Click row to drill in

Benefits portfolio analytics

1 plan / $268K premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$268K
  • Life$204K
  • Short-term disability$204K
  • Long-term disability$204K
Total $268K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • SYMETRA LIFE INSURANCE COMPANY76%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA24%
Total $268K2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • EMPLOYEE BENEFIT CONSULTANTS57%
  • THE BALDWIN GROUP WEST LLC32%
  • EMPLOYEE BENEFIT SUBJECT MATTER EXP11%
Total $82K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN

401k

Assets$35.9M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

WATAUGA ORTHOPAEDICS, PLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WATAUGA ORTHOPAEDICS, PLC PROFIT SHARING PLAN

ProfitSharing

Assets$979K
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WATAUGA ORTHOPAEDICS, PLC WELFARE WRAP PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$268K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN401k$35.9M3572024
004WATAUGA ORTHOPAEDICS, PLC CASH BALANCE PLANCashBalance$1.5M672024
003WATAUGA ORTHOPAEDICS, PLC PROFIT SHARING PLANProfitSharing$979K1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WATAUGA ORTHOPAEDICS, PLC WELFARE WRAP PLANMixedSYMETRA LIFE INSURANCE COMPANY$268K2352025
Retirement plans
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