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Sponsor portfolioWelfare / HealthEIN 35-1284898
TRI-STATE ORTHOPAEDIC SURGEONS, INC.
225 CROSSLAKE DR · EVANSVILLE, IN 477158198
8124771558
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$347K
No prior year
Persons covered
262
No prior year
Total participants
171
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #501$347K
TRI-STATE ORTHOPAEDIC SURGEONS, INC. EMPLOYEE HEALTH PLAN
Mixed262 covered·4 carriers
Primary: RELIANCE MATRIX
Plan #503$115K
TRI-STATE ORTHOPAEDIC SURGEONS, INC. GROUP LONG-TERM DISABILITY PLAN
Fully insured158 covered·1 carrier
Primary: HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
Plan #502$11K
TRI-STATE ORTHOPAEDIC SURGEONS, INC. GROUP TERM LIFE INSURANCE PLAN
Fully insured158 covered·1 carrier
Primary: HARTFORD LIFE & ACCIDENT INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $230K | 24.0% | |
| Life | $204K | 21.3% | |
| Short-term disability | $204K | 21.3% | |
| Long-term disability | $204K | 21.3% | |
| Dental | $102K | 10.6% | |
| Vision | $15K | 1.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $204K | 58.7% | 1 | 1 | 167 |
EIN 351682400 | D | $102K | 29.3% | 1 | 1 | 262 |
EIN 351817054 | Oth | $26K | 7.5% | 1 | 1 | 123 |
EIN 061227840 | V | $15K | 4.5% | 1 | 1 | 106 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| UNIFIED GROUP SERVICES, INC. | ANDERSON, IN | HCC LIFE INSURANCE COMPANY | $3K | $469 | $3K | 93.7% | 1 |
| MGIS | SALT LAKE CITY, UT | RELIANCE MATRIX | $0 | $180 | $180 | 5.5% | 1 |
| GREGORY & APPEL, INC. | INDIANAPOLIS, IN | VISION SERVICE PLAN, RELIANCE MATRIX | $13 | $0 | $13 | 0.4% | 1 |
| CLIPPINGER FINANCIAL GROUP, LLC | EVANSVILLE, IN | RELIANCE MATRIX | $13 | $0 | $13 | 0.4% | 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