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Sponsor portfolio

ORTHOPEDIC & FRACTURE CLINIC, P.C.

EIN 93-0645870-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$47.8M assets
Welfare
1
$128K premiums
Participants
434
11782 SW BARNES ROAD, SUITE 300 - PORTLAND, OR 97225503-214-5296orthopedicandfracturespecialists.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$47.8M - 232 part#501Mixed-$128K - 201 lives

Benefits portfolio analytics

1 plan / $128K premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$97K
  • Life$31K
  • Other$31K
Total $128K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $128K1 slice

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GREENBERG & ASSOCIATES INSURANCE98%
  • MEDICAL GROUP INSURANCE SERVICES2%
Total $10K2 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

ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN

401k

Assets$47.8M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORTHOPEDIC & FRACTURE CLINIC HEALTH & WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$128K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORTHOPEDIC & FRACTURE CLINIC, P.C. 401(K) PROFIT SHARING PLAN401k$47.8M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORTHOPEDIC & FRACTURE CLINIC HEALTH & WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$128K2012025
Retirement plans
Welfare plans
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