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Sponsor portfolio

TULSA BONE & JOINT ASSOCIATES

EIN 73-1551429-Latest filing 2025
Plans
2
Retirement
1
$45.3M assets
Welfare
1
$540K premiums
Participants
671
4802 SOUTH 109TH EAST AVENUE - TULSA, OK 74146918-392-1400
Plans on this EIN
2 filings
#001401k-$45.3M - 416 part#503Mixed-$540K - 255 lives

Benefits portfolio analytics

1 plan / $540K premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$321K
  • Short-term disability$321K
  • Long-term disability$321K
  • Other$321K
  • Dental$219K
  • Vision$35K
Total $575K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY56%
  • DELTA DENTAL OF CALIFORNIA38%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
Total $575K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • MGIS0%
Total $54K2 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

TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN

401k

Assets$45.3M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

TULSA BONE & JOINT ASSOCIATES LIFE INSURANCE PLAN

Mixed - RELIANCE MATRIX

Premiums$540K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TULSA BONE AND JOINT ASSOCIATES RETIREMENT PLAN401k$45.3M4162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503TULSA BONE & JOINT ASSOCIATES LIFE INSURANCE PLANMixedRELIANCE MATRIX$540K2552025
Retirement plans
Welfare plans
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