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Sponsor portfolio

THE ORTHOPAEDIC GROUP, P.C.

EIN 63-1187140-medical practice-Latest filing 2025
Plans
3
Retirement
2
$66.4M assets
Welfare
1
$228K premiums
Participants
691
6144 AIRPORT BLVD - MOBILE, AL 36608251-470-5265theorthogroup.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$47.7M - 266 part#002CashBalance-$18.7M - 205 part#501Mixed-$228K - 220 lives

Retirement portfolio analytics

2 plans aggregated / $66.4M assets / 471 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • GROUP, P.C. PENSION (#002)28%
Total $66.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)266
  • GROUP, P.C. PENSION (#002)205
Total 471Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • VISION SERVICE PLAN9%
Total $228K2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • SUNSTAR INSURANCE GROUP LLC77%
  • GIS BENEFITS INC23%
Total $45K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN

401k

Assets$47.7M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN

CashBalance

Assets$18.7M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ORTHOPAEDIC GROUP, P.C. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$228K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE ORTHOPAEDIC GROUP, P.C. PROFIT SHARING PLAN401k$47.7M2662024
002THE ORTHOPAEDIC GROUP, P.C. PENSION PLANCashBalance$18.7M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ORTHOPAEDIC GROUP, P.C. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$228K2202025
Retirement plans
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