Assets by plan
Share of aggregate retirement assets
Filings through .
New Mexico Orthopaedic Associates, P.C.
EIN 85-0291612Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$98.6M assets
Health & Benefits
1
$303K premiums
Participants
1,032
2100 LOUISIANA BOULEVARD NE, SUITE 410 - ALBUQUERQUE, NM 871105402505-724-4319nmohelpdesk.comLinkedIn201-500 employees
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $98.6M assets / 767 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$37.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $303K premiums / 337 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$277K
- Life$260K
- Short-term disability$260K
- Long-term disability$260K
- Vision$26K
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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#002
NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN
401(k)
Assets$60.8M
Participants364
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN
Cash balance
Assets$37.8M
Participants403
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NEW MEXICO ORTHOPAEDICS, P.C.
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$303K
Covered lives337
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN | 401(k) | $60.8M | 364 | 2025 |
| #001 | NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN | Cash balance | $37.8M | 403 | 2025 |
- #002 · 401(k) · 2025364
- #001 · Cash balance · 2025403
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NEW MEXICO ORTHOPAEDICS, P.C. | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $303K | 337 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025337
Retirement plans
Health & Benefits plans