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Sponsor portfolioWelfare / HealthEIN 62-1586264

WATAUGA ORTHOPAEDICS, PLC

2410 SUSANNAH STREET · JOHNSON CITY, TN 37601
4232829011
Plans filed
3
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$268K
No prior year
Persons covered
235
No prior year
Total participants
235
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$771K
WATAUGA ORTHOPAEDICS GROUP HEALTH PLAN
Fully insured0 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #505$268K
WATAUGA ORTHOPAEDICS, PLC WELFARE WRAP PLAN
Mixed235 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #502$111K
WATAUGA ORTHOPAEDICS LIFE AND DISABILITY PLAN
Fully insured0 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$268K30.5%
Life$204K23.2%
Short-term disability$204K23.2%
Long-term disability$204K23.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$204K76.0%11235
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$64K24.0%11105

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EMPLOYEE BENEFIT CONSULTANTSRICHLANDS, VATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SYMETRA LIFE INSURANCE COMPANY$47K$0$47K57.2%1
THE BALDWIN GROUP WEST LLCCORAL SPRINGS, FLSYMETRA LIFE INSURANCE COMPANY$13K$13K$26K31.9%1
EMPLOYEE BENEFIT SUBJECT MATTER EXPMT AIRY, MDSYMETRA LIFE INSURANCE COMPANY$6K$3K$9K10.9%1

History & trajectory

7 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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