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Sponsor portfolio

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE, PA

EIN 65-0311858-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$22.6M assets
Welfare
1
$2.2M premiums
Participants
565
1050 SE MONTEREY RD., SUITE 400 - STUART, FL 33494772-288-2400southflaortho.comLinkedIn51-200 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$22.6M - 298 part#515Fully Insured-$2.2M - 267 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Other$240K
  • Dental$120K
  • Short-term disability$56K
  • Life$26K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • CBIZ BENEFITS & INSURANCE SERVICES90%
  • CENTRO BENEFITS RESEARCH LLC10%
Total $115K2 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

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN

401k

Assets$22.6M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE, PA EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.2M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE 401(K) PLAN401k$22.6M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515SOUTH FLORIDA ORTHOPAEDICS & SPORTS MEDICINE, PA EMPLOYEE WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.2M2672025
Retirement plans
Welfare plans
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