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Sponsor portfolio

US ORTHOPAEDIC PARTNERS

EIN 85-2924718-Latest filing 2025
Plans
2
Retirement
1
$102.5M assets
Welfare
1
$2.1M premiums
Participants
2,108
1325 EAST FORTIFICATION STREET - JACKSON, MS 39202601-949-9120
Plans on this EIN
2 filings
#001401k-$102.5M - 1,943 part#501Fully Insured-$2.1M - 1,588 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 1,588 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Dental$971K
  • Vision$971K
  • Life$935K
  • Short-term disability$935K
  • Long-term disability$935K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
  • HARTFORD LIFE AND ACCIDENT44%
  • PROSPERITY LIFE GROUP10%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • MERCER HEALTH AND BENEFITS, LLC84%
  • LOCKTON COMPANIES, LLC16%
Total $298K2 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

US ORTHOPAEDIC PARTNERS 401(K) PLAN

401k

Assets$102.5M
Participants1,943
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

US ORTHOPAEDIC PARTNERS' HEALTH AND WELFARE PLANS

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$2.1M
Covered lives1,588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001US ORTHOPAEDIC PARTNERS 401(K) PLAN401k$102.5M1,9432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501US ORTHOPAEDIC PARTNERS' HEALTH AND WELFARE PLANSFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2.1M1,5882025
Retirement plans
Welfare plans
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