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Sponsor portfolio

HEALTHCARE SOUTH, PC

EIN 04-3283986-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$73.9M assets
Welfare
1
$1.9M premiums
Participants
411
302 WEYMOUTH STREET, SUITE 202 - ROCKLAND, MA 02370781-803-2786LinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$73.9M - 345 part#501Fully Insured-$1.9M - 153 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$141K
  • Other$141K
  • Long-term disability$107K
  • Dental$78K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.75%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
  • DELTA DENTAL OF CALIFORNIA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE0%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HUB INTERNATIONAL MIDWEST LIMITED97%
  • ANDREA R. HENCHEY1%
  • ENROLLMENT SOLUTIONS LTD1%
  • KARIN ANGELIS1%
  • ASHLEY FOLLIS0%
  • +2 more
Total $55K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HEALTHCARE SOUTH RETIREMENT PLAN

401k

Assets$73.9M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHCARE SOUTH, PC'S HEALTH & WELFARE BENEFIT PLAN

Fully Insured - TUFTS INSURANCE CO.

Premiums$1.9M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTHCARE SOUTH RETIREMENT PLAN401k$73.9M3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHCARE SOUTH, PC'S HEALTH & WELFARE BENEFIT PLANFully InsuredTUFTS INSURANCE CO.$1.9M1532025
Retirement plans
Welfare plans
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