Assets by plan
Share of aggregate retirement assets
Filings through .
Watauga Orthopaedics, PLC
EIN 62-1586264medical practiceLatest filing 2025
Plans
4
Retirement
3
$44.3M assets
Health & Benefits
1
$268K premiums
Participants
959
2410 SUSANNAH STREET - JOHNSON CITY, TN 37601423-722-0268wataugaortho.comLinkedIn51-200 employeesmedical practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $44.3M assets / 724 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$41.7M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$39.0M
Participants371
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
WATAUGA ORTHOPAEDICS, PLC CASH BALANCE PLAN
Cash balance
Assets$2.7M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WATAUGA ORTHOPAEDICS, PLC PROFIT SHARING PLAN
Profit-sharing
Assets$2.6M
Participants273
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
WATAUGA ORTHOPAEDICS, PLC WELFARE WRAP PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$268K
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | 401(k) | $39.0M | 371 | 2025 |
| #004 | WATAUGA ORTHOPAEDICS, PLC CASH BALANCE PLAN | Cash balance | $2.7M | 80 | 2025 |
| #003 | WATAUGA ORTHOPAEDICS, PLC PROFIT SHARING PLAN | Profit-sharing | $2.6M | 273 | 2025 |
- #002 · 401(k) · 2025371
- #004 · Cash balance · 202580
- #003 · Profit-sharing · 2025273
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | WATAUGA ORTHOPAEDICS, PLC WELFARE WRAP PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $268K | 235 | 2025 |
- #505 · Mixed · SYMETRA LIFE INSURANCE COMPANY · 2025235
Retirement plans
Health & Benefits plans