Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$642K
- Dental$620K
- Short-term disability$538K
- Life$322K
- Other$236K
- Vision$142K
Sponsor portfolio
ORTHOALLIANCE MSO, LLC
EIN 84-2250518Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$283.6M assets
Welfare
1
$2.5M premiums
Participants
4,893
6022 BLUE CIRCLE DRIVE, MN103-0300 - MINNETONKA, MN 55343952-936-1300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 2,095 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA61%
- SUPERIOR DENTAL CARE25%
- RELIASTAR LIFE INSURANCE COMPANY6%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP2%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- BENE RE LLC4%
- HORAN ASSOCIATES INC.1%
- PLANSOURCE BENEFITS ADMINISTRATION1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORTHOALLIANCE 401(K) PLAN
401k
Assets$283.6M
Participants3,346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ORTHOALLIANCE EMPLOYEE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$2.5M
Covered lives2,095
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORTHOALLIANCE 401(K) PLAN | 401k | $283.6M | 3,346 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ORTHOALLIANCE EMPLOYEE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2.5M | 2,095 | 2025 |
Retirement plans
Welfare plans