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Sponsor portfolioWelfare / HealthEIN 26-0152289

ORTHOPEDIC SPECIALIST OF NORTH AMERICA PLLC

d/b/a ORTHO ARIZONA
3033 NORTH 44TH STREET, SUITE 360 · PHOENIX, AZ 85018
6027723800
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
1,790
No prior year
Total participants
1,081
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #506$2.6M
ORTHOPEDIC SPECIALIST OF NORTH AMERICA PLLC EMPLOYEE BENEFITS PLAN
Fully insured1,790 covered·6 carriers
Primary: VOYA - STEALTH PARTNERS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.2M19.1%
Other$934K15.2%
Health$885K14.4%
Life$885K14.4%
Short-term disability$885K14.4%
Long-term disability$885K14.4%
Dental$460K7.5%
Vision$42K0.7%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIASTAR LIFE INSURANCE COMPANY
EIN 205152175
SL
$1.2M45.0%11753
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
HLSTDLTDOth
$885K33.9%111,119
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$460K17.6%111,445
EYEMED VISION CARE
EIN 430949844
V
$42K1.6%111,192
UPRISE HEALTH
EIN 860438139
Oth
$38K1.5%11891
98POINT6
EIN 473490194
Oth
$10K0.4%111,790

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TAG CUSTOM BENEFITSPHOENIX, AZMETROPOLITAN LIFE INSURANCE COMPANY$71K$0$71K42.1%1
ASSUREDPARTNERSSCOTTSDALE, AZMETROPOLITAN LIFE INSURANCE COMPANY, DELTA DENTAL OF ARIZONA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$64K$0$64K37.8%1
EBACON CUSTOM SOLUTIONSPHOENIX, AZDELTA DENTAL OF ARIZONA, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$34K$0$34K19.9%1
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAMETROPOLITAN LIFE INSURANCE COMPANY$236$0$2360.1%1

History & trajectory

10 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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