PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ORTHOTENNESSEE, P.C.
Sponsor portfolioTH

ORTHOTENNESSEE, P.C.

EIN 62-1700130-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$153.3M assets
Welfare
1
$929K premiums
Participants
1,687
260 FT. SANDERS WEST BLVD. STE 200 - KNOXVILLE, TN 37922865-769-4506
Plans on this EIN
2 filings
#002401k-$153.3M - 951 part#501Fully Insured-$929K - 899 lives

Benefits portfolio analytics

1 plan / $929K premiums / 899 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$518K
  • Life$206K
  • Short-term disability$110K
  • Other$95K
Total $929K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
  • HARTFORD LIFE AND ACCIDENT10%
Total $929K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • JOHN HILDRETH CLU90%
  • HILDRETH AGENCY10%
Total $144K2 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

ORTHOTENNESSEE 401(K) PLAN

401k

Assets$153.3M
Participants951
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$929K
Covered lives899
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORTHOTENNESSEE 401(K) PLAN401k$153.3M9512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOTENNESSEE GROUP MEDICAL AND DENTAL PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$929K8992024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica