PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Southern Orthopaedic Alliance, PLLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Southern Orthopaedic Alliance, PLLC

EIN 92-2164113-medical practice-Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Health & Benefits
1
$1.7M premiums
Participants
440
3686 GRANDVIEW PARKWAY - SUITE 430 - BIRMINGHAM, AL 35243205-605-8180southernorthoalliance.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401(k)-$28.2M - 257 part#501Fully insured-$1.7M - 306 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.7M premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Prescription drug$1.5M
  • Other$206K
  • Life$162K
  • Short-term disability$162K
  • +2 more
Total $1.7M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SOUTHERN ORTHOPAEDIC ALLIANCE 401(K) RETIREMENT PLAN

401(k)

Assets$28.2M
Participants257
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SOUTHERN ORTHOPAEDIC ALLIANCE HEALTH AND WELFARE PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.7M
Covered lives306
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOUTHERN ORTHOPAEDIC ALLIANCE 401(K) RETIREMENT PLAN401(k)$28.2M2572025
  • SOUTHERN ORTHOPAEDIC ALLIANCE 401(K) RETIREMENT PLAN$28.2M
    #001 · 401(k) · 2025257

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SOUTHERN ORTHOPAEDIC ALLIANCE HEALTH AND WELFARE PLANFully insuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.7M3062025
  • SOUTHERN ORTHOPAEDIC ALLIANCE HEALTH AND WELFARE PLAN$1.7M
    #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF ALABAMA · 2025306
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica