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Sponsor portfolioWelfare / HealthEIN 92-2164113

SOUTHERN ORTHOPAEDIC ALLIANCE, PLLC

4037 US HIGHWAY 31, SUITE A · WETUMPKA, AL 36093
2056058180
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
306
No prior year
Total participants
183
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
SOUTHERN ORTHOPAEDIC ALLIANCE HEALTH AND WELFARE PLAN
Fully insured306 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M28.7%
Dental$1.5M28.7%
Prescription drug$1.5M28.7%
Other$206K4.0%
Life$162K3.2%
Short-term disability$162K3.2%
Long-term disability$162K3.2%
Vision$21K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxD
$1.5M86.5%11306
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$162K9.6%11182
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$44K2.6%1197
VISION SERVICE PLAN
EIN 061227840
V
$21K1.3%11117

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCBIRMINGHAM, ALLIFE INSURANCE COMPANY OF NORTH AMERICA, RELIASTAR LIFE INSURANCE COMPANY$30K$861$31K88.6%1
GALLAGHER BENEFIT SERVICES, INC.CARMEL, INLIFE INSURANCE COMPANY OF NORTH AMERICA, RELIASTAR LIFE INSURANCE COMPANY, VISION SERVICE PLAN$4K$0$4K11.4%1

History & trajectory

2 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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