Assets by plan
Share of aggregate retirement assets
- ORTHONJ 401(K) (#001)$201.9M
Filings through .
Orthonj, LLC
EIN 82-4413259medical practiceLatest filing 2025
Plans
4
Retirement
2
$223.3M assets
Health & Benefits
2
$585K premiums
Participants
1,450
2 WORLDS FAIR DRIVE - SOMERSET, NJ 08873862-217-6900orthonj.orgLinkedIn501-1000 employeesmedical practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $223.3M assets / 1,450 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $585K premiums / 1,380 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$674K
- Dental$583K
- Vision$583K
- Life$91K
- Long-term disability$69K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ORTHONJ 401(K) PLAN
401(k)
Assets$201.9M
Participants1,376
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ORTHONJ RETIREMENT PLAN
Traditional DB
Assets$21.3M
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ORTHONJ, LLC MEDICAL, DENTAL AND VISION PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$480K
Covered lives1,084
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
ORTHONJ, LLC LIFE AND AD&D PLAN
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$105K
Covered lives296
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ORTHONJ 401(K) PLAN | 401(k) | $201.9M | 1,376 | 2025 |
| #002 | ORTHONJ RETIREMENT PLAN | Traditional DB | $21.3M | 74 | 2025 |
- ORTHONJ 401(K) PLAN$201.9M#001 · 401(k) · 20251,376
- ORTHONJ RETIREMENT PLAN$21.3M#002 · Traditional DB · 202574
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ORTHONJ, LLC MEDICAL, DENTAL AND VISION PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $480K | 1,084 | 2025 |
| #503 | ORTHONJ, LLC LIFE AND AD&D PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $105K | 296 | 2025 |
- #502 · Mixed · AETNA LIFE INSURANCE COMPANY · 20251,084
- #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025296
Retirement plans
Health & Benefits plans