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  2. FLAGSTAFF BONE & JOINT, PLLC
Sponsor portfolio

FLAGSTAFF BONE & JOINT, PLLC

EIN 86-0735726-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$12.7M assets
Welfare
1
$34K premiums
Participants
274
525 NORTH SWITZER CANYON DRIVE - FLAGSTAFF, AZ 86001928-773-2280flagstaffboneandjoint.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$11.4M - 140 part#003CashBalance-$1.3M - 29 part#501Fully Insured-$34K - 105 lives

Retirement portfolio analytics

2 plans aggregated / $12.7M assets / 169 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • JOINT, PLLC 401(K) (#002)90%
  • CASH BALANCE PLAN (#003)10%
Total $12.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • JOINT, PLLC 401(K) (#002)140
  • CASH BALANCE PLAN (#003)29
Total 169Click row to drill in

Benefits portfolio analytics

1 plan / $34K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$34K
  • Life$34K
  • Short-term disability$34K
  • Other$34K
Total $34K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $34K1 slice

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ASSUREDPARTNERS59%
  • ROGERS BENEFIT GROUP INC21%
  • BLUE CROSS BLUE SHIELD OF FLORIDA19%
Total $9K3 slices

Plan deep-dives

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

FLAGSTAFF BONE & JOINT, PLLC 401(K) PLAN

401k

Assets$11.4M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FLAGSTAFF BONE & JOINT, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLAGSTAFF BONE & JOINT

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$34K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FLAGSTAFF BONE & JOINT, PLLC 401(K) PLAN401k$11.4M1402024
003FLAGSTAFF BONE & JOINT, PLLC CASH BALANCE PLANCashBalance$1.3M292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLAGSTAFF BONE & JOINTFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$34K1052025
Retirement plans
Welfare plans
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