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Sponsor portfolio

ORTHOPEDIC SPECIALISTS OF SW FLORIDA

EIN 65-1011457-medical practice-Latest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$1.7M premiums
Participants
468
14601 HOPE CENTER LOOP - FORT MYERS, FL 33912239-334-7000osswf.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$34.7M - 234 part#501Fully Insured-$1.7M - 234 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Long-term disability$179K
  • Dental$121K
  • Other$61K
  • Short-term disability$58K
  • Vision$35K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • FIRST STOP HEALTH1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS96%
  • WATCHTOWER BENEFITS, LLC2%
  • WATCHTOWER TECHNOLOGIES INC1%
  • WATCHTOWER BENEFITS LLC DBA THREEFL0%
  • THE BALDWIN GROUP WEST LLC0%
  • +1 more
Total $112K6 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

ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$34.7M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC SPECIALISTS OF SW FLORIDA WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.7M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN401k$34.7M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC SPECIALISTS OF SW FLORIDA WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.7M2342025
Retirement plans
Welfare plans
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