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Sponsor portfolioWelfare / HealthEIN 84-2250518

ORTHOALLIANCE

50 EAST BUSINESS WAY SUITE 200 · CINCINNATI, OH 45241
5132930884
Plans filed
1
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
2,095
No prior year
Total participants
1,547
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.5M
ORTHOALLIANCE EMPLOYEE BENEFITS PLAN
Mixed2,095 covered·5 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$642K25.7%
Dental$620K24.8%
Short-term disability$538K21.5%
Life$322K12.9%
Other$236K9.4%
Vision$142K5.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$1.5M61.4%142,073
SUPERIOR DENTAL CARE
EIN 311119867
D
$620K24.8%112,095
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$162K6.5%11610
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$142K5.7%111,924
BETHESDA HEALTHCARE INC. DBA TRIHEALTH EAP
EIN 311027660
Oth
$40K1.6%111,960

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHLIFE INSURANCE COMPANY OF NORTH AMERICA, RELIASTAR LIFE INSURANCE COMPANY, SUPERIOR DENTAL CARE, FIDELITY SECURITY LIFE INSURANCE COMPANY$285K$2K$287K93.5%1
BENE RE LLCTOLEDO, OHRELIASTAR LIFE INSURANCE COMPANY$0$13K$13K4.2%1
HORAN ASSOCIATES INC.CINCINNATI, OHSUPERIOR DENTAL CARE$4K$0$4K1.4%1
PLANSOURCE BENEFITS ADMINISTRATIONORLANDO, FLRELIASTAR LIFE INSURANCE COMPANY$0$3K$3K0.9%1

History & trajectory

4 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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