form5500lookup

Form 5500 · Employee benefit plan · BATON ROUGE, LA

BATON ROUGE ORTHOPAEDIC CLINIC, LLC

The filing calls this plan BATON ROUGE ORTHOPAEDIC CLINIC, LLC PROFIT SHARING PLAN AND TRUST.

Public Form 5500 records show how BATON ROUGE ORTHOPAEDIC CLINIC, LLC of BATON ROUGE, LA, a health care and social assistance employer, structures its employee benefits. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-1460193 · plan 001 · plan year 2024, filed Oct 13, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Self-funded as reported

The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
413
Active at start of year
323
Active at end of year
312
Disclosed commissions
$0
Typical renewal
January 1

Benefits declared on this filing

Healthdeclared under plan 502
Dentalnot declared on this filing
Visionnot declared on this filing
Lifeinsured — AMERICAN UNITED LIFE INSURANCE COMPANY4 of 413 participants (1%)
Disabilitydeclared under plan 501

Life: AMERICAN UNITED LIFE INSURANCE COMPANY covers 4 of 413 participants (1%) on Schedule A.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

The filing discloses a single insured line, life, through AMERICAN UNITED LIFE INSURANCE COMPANY.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

No broker of record is named on the Schedule A. The contracts may be written directly with the carrier, or the broker fields were left blank on the filing.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
AMERICAN UNITED LIFE INSURANCE COMPANYLife, Annuity / GIC4Jan 1, 2025$67,487$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
BATON ROUGE ORTHOPAEDIC CLINIC, LLC
EIN 72-1460193
ONEAMERICA RETIREMENT SERVICES LLC
Recordkeeping and information management · EIN 46-5378846
$96,744
paid directly by the plan
PERSHING
Named on Schedule C · EIN 95-3845382
$59,358
paid directly by the plan
FIDELITY
Named on Schedule C · EIN 04-2882358
$30,986
paid directly by the plan
MORGAN STANLEY
Named on Schedule C · EIN 26-4310844
$22,462
paid directly by the plan
MATRIX TRUST COMPANY
Custodian · Investment advisory · EIN 75-3182674
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$82,682,069
Paid out in benefits
$2,264,404
Independent accountantEIN 72-0636725
HANNIS T BOURGEOIS LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

Subscribers see how this compares with similar plans in Louisiana. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

More employer plans in Louisiana — largest plans, brokers, carriers and renewal months.