PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOVEREIGN HEALTHCARE HOLDINGS, LLC
Sponsor portfolio

SOVEREIGN HEALTHCARE HOLDINGS, LLC

EIN 20-0101170-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$31.2M assets
Welfare
1
$2.4M premiums
Participants
8,744
101 SUNNYTOWN ROAD, SUITE 201 - CASSELBERRY, FL 32707407-830-5309sovereignhealthcareconsulting.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$31.2M - 4,635 part#501Mixed-$2.4M - 4,100 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 4,100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.4M
  • Life$2.4M
  • Short-term disability$2.4M
  • Long-term disability$2.4M
  • Other$2.4M
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $2.4M1 slice

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • EXPLAIN MY BENEFITS LLC11%
  • THE ULTIMATE SOFTWARE GROUP9%
Total $565K3 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

SOVEREIGN HEALTHCARE 401(K) PLAN

401k

Assets$31.2M
Participants4,635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SOVEREIGN HEALTHCARE COMPREHENSIVE HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives4,100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOVEREIGN HEALTHCARE 401(K) PLAN401k$31.2M4,6352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SOVEREIGN HEALTHCARE COMPREHENSIVE HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$2.4M4,1002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica