Form 5500 · Employee benefit plan · EVANSVILLE, IN
TRI-STATE ORTHOPAEDIC SURGEONS, INC.
Public Form 5500 records show how TRI-STATE ORTHOPAEDIC SURGEONS, INC. (EVANSVILLE, IN) structures its employee benefits. Its broker of record is GREGORY & APPEL, INC.. Coverage is written through RELIANCE MATRIX and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1284898 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE MATRIX | Life, Disability | 186 | December | $17,613 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 186 | May | $13,319 |
| PARAMOUNT DENTAL | Dental | 263 | December | $9,995 |
| HCC LIFE INSURANCE COMPANY | — | 131 | September | $2,687 |
| VISION SERVICE PLAN | Vision | 114 | December | $1,325 |
Questions
Who is TRI-STATE ORTHOPAEDIC SURGEONS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, TRI-STATE ORTHOPAEDIC SURGEONS, INC.'s broker of record is GREGORY & APPEL, INC..
What insurance carrier does TRI-STATE ORTHOPAEDIC SURGEONS, INC. use?
TRI-STATE ORTHOPAEDIC SURGEONS, INC.'s benefit plan is written through RELIANCE MATRIX, among 5 disclosed carriers.
When does TRI-STATE ORTHOPAEDIC SURGEONS, INC.'s group plan renew?
The most recent Schedule A policy period for TRI-STATE ORTHOPAEDIC SURGEONS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from TRI-STATE ORTHOPAEDIC SURGEONS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.