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Sponsor portfolio

ORTHOPEDIC CARE PARTNERS MANAGEMENT LLC

EIN 82-3301294-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$161.1M assets
Welfare
1
$6.0M premiums
Participants
2,219
4500 NEWBERRY ROAD - GAINESVILLE, FL 32607813-486-7586
Plans on this EIN
2 filings
#001401k-$161.1M - 1,628 part#501Mewa-$6.0M - 789 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 789 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Other$858K
  • Life$93K
  • Dental$67K
  • Short-term disability$52K
  • Vision$10K
Total $6.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • PRINCIPAL0%
  • +1 more
Total $6.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • RSC INSURANCE BROKERAGE INC1%
Total $285K2 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 CARE PARTNERS 401(K) AND PROFIT SHARING PLAN

401k

Assets$161.1M
Participants1,628
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC CARE PARTNERS MANAGEMENT, LLC HEALTH & WELFARE BENEFITS PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.0M
Covered lives789
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC CARE PARTNERS 401(K) AND PROFIT SHARING PLAN401k$161.1M1,6282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC CARE PARTNERS MANAGEMENT, LLC HEALTH & WELFARE BENEFITS PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$6.0M7892024
Retirement plans
Welfare plans
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