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Sponsor portfolio

HEALTH CONCEPTS, LTD

EIN 05-0400913-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$43.4M assets
Welfare
1
$5.6M premiums
Participants
1,183
588 PAWTUCKET AVE. - PAWTUCKET, RI 02860401-751-3800healthconceptsltd.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$43.4M - 790 part#501Fully Insured-$5.6M - 610 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 610 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$239K
  • Vision$44K
  • Life$19K
  • Other$19K
Total $5.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • DELTA DENTAL OF CALIFORNIA5%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY0%
Total $5.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
  • DAVID HENRY0%
  • NFP INSURANCE SERVICES INC0%
Total $95K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEALTH CONCEPTS, LTD 401(K) PLAN

401k

Assets$43.4M
Participants790
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CONCEPTS LTD WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives610
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEALTH CONCEPTS, LTD 401(K) PLAN401k$43.4M7902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CONCEPTS LTD WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.6M6102025
Retirement plans
Welfare plans
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