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Sponsor portfolioWelfare / HealthEIN 25-1655314

UNIVERSITY ORTHOPEDIC CENTER, LTD

101 REGENT COURT · STATE COLLEGE, PA 16801
8142312101
Plans filed
2
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$349K
No prior year
Persons covered
216
No prior year
Total participants
216
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$349K
UNIVERSITY ORTHOPEDIC CENTER, LTD WELFARE PLAN
Fully insured216 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$0
UNIVERSITY ORTHOPEDICS CENTER, LTD EMPLOYEE BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$291K24.1%
Life$286K23.7%
Short-term disability$286K23.7%
Long-term disability$286K23.7%
Dental$47K3.9%
Vision$11K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$286K81.9%11190
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
D
$47K13.5%11101
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 251149206
V
$11K3.1%11106
ALLONE HEALTH
EIN 251419429
Oth
$5K1.5%11216

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EXECUTIVE INSURANCE ADVISORS LLCPOTOMAC, MDSUN LIFE ASSURANCE COMPANY OF CANADA$15K$0$15K55.5%1
CROWN RISK MANAGEMENT, LLCSTATE COLLEGE, PASUN LIFE ASSURANCE COMPANY OF CANADA$8K$0$8K29.9%1
VARNEY & COMPANY BENEFITS ADVISORSDUNCANSVILLE, PAVISION BENEFITS OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K13.8%1
MGISSALT LAKE CITY, UTSUN LIFE ASSURANCE COMPANY OF CANADA$0$180$1800.7%1
LIFETIME FINANCIAL GROWTH—THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$54$0$540.2%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
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