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Sponsor portfolio

SOUTHERN ORTHODONTIC PARTNERS

EIN 84-1833465-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$1.2M premiums
Participants
2,140
333 11TH AVE. SOUTH, SUITE 520 - NASHVILLE, TN 37203615-551-8066southernop.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$30.1M - 1,011 part#501Mixed-$1.2M - 1,682 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,682 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
  • Vision$47K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • METROPOLITAN LIFE INSURANCE COMPANY96%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ART HAUSER INSURANCE INC68%
  • CENTRO BENEFITS RESEARCH LLC30%
  • HAUSER INC3%
Total $223K3 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

SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN

401k

Assets$30.1M
Participants1,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHERN ORTHODONTIC PARTNERS ERISA HEALTHCARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN ORTHODONTIC PARTNERS 401(K) PLAN401k$30.1M1,0112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHERN ORTHODONTIC PARTNERS ERISA HEALTHCARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.2M1,6822025
Retirement plans
Welfare plans
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