Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRECISION REHABILITATION AND ORTHOPEDIC PHYSICAL THERAPY, INC.
EIN 77-0568441medical practiceLatest filing 2025
Plans
4
Retirement
3
$10.4M assets
Welfare
1
$155K premiums
Participants
514
Plans on this EIN
4 filingsRetirement portfolio analytics
3 plans aggregated / $10.4M assets / 327 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $155K premiums / 243 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$87K
- Vision$80K
- Other$67K
- Short-term disability$49K
- Life$18K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- METROPOLITAN LIFE INSURANCE COMPANY52%
- ASSURITY LIFE INSURANCE COMPANY32%
- UNITED OF OMAHA LIFE INSURANCE COMPANY12%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION5%
Broker market share
Schedule A broker compensation
96%top
- M & O AGENCIES INC96%
- BRITTON JOHNSON4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PRO-PT 401(K) RETIREMENT PLAN
401k
Assets$8.4M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PRO-PT 401(K) RETIREMENT PLAN
401k
Assets$2.0M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PRO-PT 401(K) RETIREMENT PLAN
401k
Assets$105
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRECISION REHABILITATION AND ORTHOPEDICS DBA PRO PT THERAPY EMPLOYEE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$155K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PRO-PT 401(K) RETIREMENT PLAN | 401k | $8.4M | 128 | 2025 | |
| 001 | PRO-PT 401(K) RETIREMENT PLAN | 401k | $2.0M | 90 | 2025 | |
| 002 | PRO-PT 401(K) RETIREMENT PLAN | 401k | $105 | 109 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRECISION REHABILITATION AND ORTHOPEDICS DBA PRO PT THERAPY EMPLOYEE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $155K | 243 | 2025 |
Retirement plans
Welfare plans