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Sponsor portfolioWelfare / HealthEIN 73-1484782

SOUTHWEST ORTHOPAEDIC & RECONSTRUCTIVE SPECIALISTS, PLLC

8100 SOUTH WALKER AVENUE · OKLAHOMA CITY, OK 73139
4056324468
Plans filed
4
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$194K
No prior year
Persons covered
210
No prior year
Total participants
115
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$194K
SOUTHWEST ORTHOPAEDIC & RECONSTRUCTIVE SPECIALISTS, PLLC HEALTH & WELFARE BENEFIT PLAN
Mixed210 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #502$91K
SOUTHWEST ORTHOPAEDIC SPECIALISTS DENTAL PLAN
Fully insured141 covered·1 carrier
Primary: DELTA DENTAL
Plan #503$69K
SOUTHWEST ORTHOPAEDIC SPECIALISTS HEALTH PLAN
Fully insured93 covered·1 carrier
Primary: SIRIUS AMERICA INSURANCE COMPANY
Plan #501$6K
SOUTHWEST ORTHOPAEDIC SPECIALISTS LIFE INSURANCE PLAN
Fully insured110 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$194K21.2%
Dental$180K19.7%
Vision$180K19.7%
Life$180K19.7%
Short-term disability$180K19.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLSTDOth
$180K92.9%11210
MED INVESTORS DEVELOPMENT, LLC DBA ONE TO ONE HEALTH
EIN 463155880
Oth
$14K7.1%11115

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCHOUSTON, TXPRINCIPAL LIFE INSURANCE COMPANY$23K$0$23K100.0%1

History & trajectory

9 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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