PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES
Sponsor portfolio

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES

EIN 84-0593455-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$102.9M assets
Welfare
1
$490K premiums
Participants
1,414
2500 EAST PROSPECT ROAD - FORT COLLINS, CO 80525970-419-7007orthohealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$87.6M - 751 part#002CashBalance-$15.3M - 170 part#501Mixed-$490K - 993 lives

Retirement portfolio analytics

2 plans aggregated / $102.9M assets / 921 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PROFIT SHARING PLAN (#001)85%
  • CASH BALANCE PLAN (#002)15%
Total $102.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)751
  • CASH BALANCE PLAN (#002)170
Total 921Click row to drill in

Benefits portfolio analytics

1 plan / $490K premiums / 993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$308K
  • Other$182K
  • Life$93K
  • Short-term disability$93K
  • Long-term disability$93K
  • Vision$49K
Total $490K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY63%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY19%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • TRUSTMARK INSURANCE COMPANY8%
Total $490K4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • GALLAGHER BENEFIT SERVICES, INC.77%
  • MICHAEL SHIRAZI23%
Total $29K2 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

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$87.6M
Participants751
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. CASH BALANCE PLAN

CashBalance

Assets$15.3M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES HEALTH AND WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$490K
Covered lives993
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. 401(K) PROFIT SHARING PLAN401k$87.6M7512024
002ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES, P.C. CASH BALANCE PLANCashBalance$15.3M1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPAEDIC & SPINE CENTER OF THE ROCKIES HEALTH AND WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$490K9932025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica