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
Sponsor portfolio
SOUTHERN ORTHOPAEDIC ALLIANCE, PLLC
EIN 92-2164113medical practiceLatest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$1.7M premiums
Participants
389
4037 US HIGHWAY 31, SUITE A - WETUMPKA, AL 36093205-605-8180southernorthoalliance.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 306 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- LIFE INSURANCE COMPANY OF NORTH AMERICA10%
- RELIASTAR LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
89%top
- LOCKTON COMPANIES, LLC89%
- GALLAGHER BENEFIT SERVICES, INC.11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHERN ORTHOPAEDIC ALLIANCE 401(K) RETIREMENT PLAN
401k
Assets$9.5M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHERN ORTHOPAEDIC ALLIANCE HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA
Premiums$1.7M
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHERN ORTHOPAEDIC ALLIANCE 401(K) RETIREMENT PLAN | 401k | $9.5M | 206 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHERN ORTHOPAEDIC ALLIANCE HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF ALABAMA | $1.7M | 306 | 2025 |
Retirement plans
Welfare plans