Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$112K
- Vision$62K
- Short-term disability$44K
- Life$14K
- Other$14K
Sponsor portfolio
GOLDEN STATE ORTHOPEDICS & SPINE
EIN 94-3375456medical practiceLatest filing 2025
Plans
2
Retirement
1
$109.4M assets
Welfare
1
$232K premiums
Participants
1,330
2405 SHADELANDS DRIVE - WALNUT CREEK, CA 94598925-210-8552goldenstateortho.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $232K premiums / 558 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY55%
- SUN LIFE ASSURANCE COMPANY OF CANADA27%
- AFLAC19%
Broker market share
Schedule A broker compensation
86%top
- EDGEWOOD PARTNERS INSURANCE CENTER86%
- MINES INSURANCE SERVICES INC9%
- BROWN & BROWN INSURANCE SERVICES2%
- SCOTT R. FENTON1%
- JONATHAN DANIEL PAYNE0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN
401k
Assets$109.4M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
GOLDEN STATE ORTHOPEDICS & SPINE LIFE AND HEALTH PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$232K
Covered lives558
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | 401k | $109.4M | 768 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | GOLDEN STATE ORTHOPEDICS & SPINE LIFE AND HEALTH PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $232K | 558 | 2025 |
Retirement plans
Welfare plans