PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAPITAL REGION ORTHOPAEDIC ASSOCIATES, PC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 14-1633562

CAPITAL REGION ORTHOPAEDIC ASSOCIATES, PC

1367 WASHINGTON AVE · ALBANY, NY 12206
5184982666
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
359
No prior year
Total participants
223
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.7M
CAPITAL REGION ORTHOPAEDICS ASSOCIATES PC BENEFITS PLAN
Fully insured359 covered·5 carriers
Primary: HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Plan #502$0
CAPITAL REGION ORTHOPAEDICS ASSOCIATES PC FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.2M42.4%
Prescription drug$3.2M42.4%
Dental$274K3.7%
Vision$274K3.7%
Life$274K3.7%
Other$116K1.6%
Short-term disability$102K1.4%
Long-term disability$102K1.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 161105741
HRx
$3.2M86.6%11359
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVL
$274K7.5%11279
HARTFORD LIFE AND ACCIDENT
EIN 060838648
STDLTD
$102K2.8%1191
SHELTERPOINT LIFE INSURANCE COMPANY
EIN 112284118
Oth
$68K1.8%11287
AFLAC
EIN 520807803
Oth
$49K1.3%1136

Broker overview

16 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ONEGROUP NY INCSYRACUSE, NYHARTFORD LIFE AND ACCIDENT, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$79K$0$79K56.7%1
NFP INSURANCE SERVICES INCALBANY, NYAFLAC, HARTFORD LIFE AND ACCIDENT, HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$23K$5K$27K19.6%1
JAMES R NELLIGAN & ASSOCIATES LLCBELMAR, NJTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$22K$0$22K16.0%1
ONE GROUP NY INCSYRACUSE, NYSHELTERPOINT LIFE INSURANCE COMPANY$5K$0$5K3.8%1
JENNIFER F HENDRICKS-FOGGSCOTIA, NYAFLAC$3K$355$3K2.3%1
MELISSA ANN STEWARTQUEENSBURY, NYAFLAC$541$67$6080.4%1
CHARLENE J BECKERBALLSTON SPA, NYAFLAC$435$34$4690.3%1
PIONEER INSURANCE AGENCY INCALBANY, NYAFLAC$459$0$4590.3%1
KRISTA ANNE ROTONDIBALLSTON SPA, NYAFLAC$368$34$4020.3%1
MICHELLE NOLANCLIFTON PARK, NYAFLAC$227$0$2270.2%1
DANIELLE M BRANCATO HOUSESARATOGA SPRINGS, NYAFLAC$162$0$1620.1%1
WARREN WEILGANSEVOORT, NYAFLAC$11$0$110.0%1
AMY PETERSWYNANTSKILL, NYAFLAC$11$0$110.0%1
MARSHALL & STERLING EMPLOYEE BENEFICLIFTON PARK, NYAFLAC$3$0$30.0%1
KELLY A IRVINEFORT MYERS, FLAFLAC$2$0$20.0%1
LISA J BRENNAN-JONESVENICE, FLAFLAC$1$0$10.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica