Orthoalliance
Overview
Orthoalliance sponsors a self-funded health plan that covered 1,583 participants in plan year 2025, down 10% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,583 · prior year 1,757
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Orthoalliance Employee Benefits Plan, plan 501 (1,583 participants)
- Broker compensation
- $307K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Long-term disability, Short-term disability, Accidental Death & Dismemberment, Life | 2,073 | $1.5M | $216K |
| Superior Dental Care | Dental | 2,095 | $620K | $24K |
| Reliastar Life Insurance Company | Accident and Critical Illness | 610 | $162K | $32K |
| Fidelity Security Life Insurance Company | Vision | 1,924 | $142K | $35K |
| Bethesda Healthcare,inc. D.b.a. Trihealth EAP | Employee Assistance Program | 1,960 | $40K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,583 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Orthoalliance
- Sponsor EIN
- 84-2250518
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 84-2250518 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Orthoalliance's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Orthoalliance.