Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$194K
- Dental$180K
- Vision$180K
- Life$180K
- Short-term disability$180K
Sponsor portfolio
SOUTHWEST ORTHOPAEDIC & RECONSTRUCTIVE SPECIALISTS, PLLC
EIN 73-1484782Latest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$194K premiums
Participants
241
8100 SOUTH WALKER AVENUE, BUILDING A - OKLAHOMA CITY, OK 73139405-632-4468
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $194K premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- PRINCIPAL LIFE INSURANCE COMPANY93%
- MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH7%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SOS RETIREMENT SAVINGS PLAN
401k
Assets$3.1M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SOUTHWEST ORTHOPAEDIC & RECONSTRUCTIVE SPECIALISTS, PLLC HEALTH & WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$194K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOS RETIREMENT SAVINGS PLAN | 401k | $3.1M | 126 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SOUTHWEST ORTHOPAEDIC & RECONSTRUCTIVE SPECIALISTS, PLLC HEALTH & WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $194K | 210 | 2025 |
Retirement plans
Welfare plans