Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ORTHONJ, LLC
EIN 82-4413259medical practiceLatest filing 2025
Plans
4
Retirement
2
$189.8M assets
Welfare
2
$585K premiums
Participants
1,120
2 WORLDS FAIR DRIVE - SOMERSET, NJ 08873862-217-6900orthonj.orgLinkedIn501-1000 employeesmedical practice
Retirement portfolio analytics
2 plans aggregated / $189.8M assets / 1,120 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $585K premiums / 1,380 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$480K
- Vision$480K
- Life$105K
- Other$105K
Carrier market share
Premium dollars by Schedule A carrier
82%top
- AETNA LIFE INSURANCE COMPANY82%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORTHONJ 401(K) PLAN
401k
Assets$173.7M
Participants1,047
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ORTHONJ RETIREMENT PLAN
TraditionalDB
Assets$16.1M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ORTHONJ, LLC MEDICAL, DENTAL AND VISION PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$480K
Covered lives1,084
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
ORTHONJ, LLC LIFE AND AD&D PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$105K
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORTHONJ 401(K) PLAN | 401k | $173.7M | 1,047 | 2024 | |
| 002 | ORTHONJ RETIREMENT PLAN | TraditionalDB | $16.1M | 73 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans