The Center for Orthopedic and Research Excellence, Inc.
Overview
The Center for Orthopedic and Research Excellence, Inc. sponsors a self-funded health plan that covered 2,361 participants in plan year 2025, about the same as 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
- 2,361 · prior year 2,353
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Core Institute Group Benefit Plan, plan 510 (2,361 participants)
- Broker compensation
- $134K 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 |
|---|---|---|---|---|
| Reliance Standard Life Insurance Company | Life, Short-term disability, Long-term disability | 2,263 | $1.0M | $120K |
| Eyemed Vision Care on Behalf of Fidelity Security Life Insurance Co. | Vision | 2,579 | $200K | $8K |
| Metropolitan General Insurance Company | Legal | 300 | $50K | $5K |
| Integrated Behavioral Health | Employee Assistance Program | 38,112 | $42K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 2,361 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
- The Center for Orthopedic and Research Excellence, Inc.
- Sponsor EIN
- 20-1456157
- Plan number
- 510
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-1456157 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: The Center for Orthopedic and Research Excellence, Inc.'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 The Center for Orthopedic and Research Excellence, Inc..