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  2. The Orthopaedic Group, P.C.
  • Retirement analytics
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Filings through Oct 24, 2026.

The Orthopaedic Group, P.C.

EIN 63-1187140-medical practice-Latest filing 2025
Plans
3
Retirement
2
$72.5M assets
Health & Benefits
1
$228K premiums
Participants
674
6144 AIRPORT BLVD. - MOBILE, AL 36608800-242-1348theorthogroup.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401(k)-$52.3M - 228 part#002Cash balance-$20.2M - 226 part#501Mixed-$228K - 220 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $72.5M assets / 454 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$52.3M
  • GROUP, P.C. PENSION (#002)$20.2M
Total $72.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NEWPORT GROUP, INC.$52.3M
  • (Not disclosed)$20.2M
Total $72.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)228
  • GROUP, P.C. PENSION (#002)226
Total 454Select a row to open it

Benefits portfolio analytics

1 plan / $228K premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$148K
  • Short-term disability$74K
  • Long-term disability$59K
  • Life$38K
  • Vision$21K
Total $228K5 rows
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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#001

THE ORTHOPAEDIC GROUP PC PROFIT SHARING PLAN

401(k)

Assets$52.3M
Participants228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN

Cash balance

Assets$20.2M
Participants226
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE ORTHOPAEDIC GROUP, P.C. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$228K
Covered lives220
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001THE ORTHOPAEDIC GROUP PC PROFIT SHARING PLAN401(k)$52.3M2282025
#002THE ORTHOPAEDIC GROUP, P.C. PENSION PLANCash balance$20.2M2262025
  • THE ORTHOPAEDIC GROUP PC PROFIT SHARING PLAN$52.3M
    #001 · 401(k) · 2025228
  • THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN$20.2M
    #002 · Cash balance · 2025226

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE ORTHOPAEDIC GROUP, P.C. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$228K2202025
  • THE ORTHOPAEDIC GROUP, P.C. EMPLOYEE BENEFITS PLAN$228K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025220
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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