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Sponsor portfolio

NEW MEXICO ORTHOPAEDICS, P.C.

EIN 85-0291612-Latest filing 2025
Plans
3
Retirement
2
$84.6M assets
Welfare
1
$303K premiums
Participants
933
2100 LOUISIANA BOULEVARD, SUITE 410 - ALBUQUERQUE, NM 87110505-724-4320nmohelpdesk.comLinkedIn201-500 employees
Plans on this EIN
3 filings
#002401k-$53.0M - 309 part#001CashBalance-$31.6M - 359 part#501Mixed-$303K - 337 lives

Retirement portfolio analytics

2 plans aggregated / $84.6M assets / 668 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PROFIT SHARING PLAN (#002)63%
  • DEFINED BENEFIT PLAN (#001)37%
Total $84.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • SENTINEL PENSION ADVISORS63%
  • (Not disclosed)37%
Total $84.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)359
  • PROFIT SHARING PLAN (#002)309
Total 668Click row to drill in

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
Total $303K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY86%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • PRESBYTERIAN HEALTH PLAN INC.3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
Total $303K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $35K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN

401k

Assets$53.0M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLAN

CashBalance

Assets$31.6M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW MEXICO ORTHOPAEDICS, P.C.

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$303K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEW MEXICO ORTHOPAEDIC ASSOCIATES, PC 401(K) PROFIT SHARING PLAN401k$53.0M3092024
001NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C. DEFINED BENEFIT PLANCashBalance$31.6M3592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW MEXICO ORTHOPAEDICS, P.C.MixedUNITED OF OMAHA LIFE INSURANCE COMPANY$303K3372025
Retirement plans
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