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Sponsor portfolio

HEALTH SERVICES HOLDINGS, INC.

EIN 20-1121730-medical practice-Latest filing 2025
Plans
2
Retirement
1
$85.6M assets
Welfare
1
$6.0M premiums
Participants
1,009
2390 E. CAMELBACK RD, SUITE 400 - PHOENIX, AZ 850153479602-801-6640LinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$85.6M - 584 part#501Fully Insured-$6.0M - 671 lives

Benefits portfolio analytics

1 plan / $6.0M premiums / 671 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$5.4M
  • Dental$537K
  • Life$470K
  • Other$470K
  • Long-term disability$118K
  • +1 more
Total $6.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $6.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DAVISON BENEFITS GROUP, LLC100%
Total $370K1 slice

Plan deep-dives

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

HEALTH SERVICES ADVISORY GROUP 401(K) PLAN

401k

Assets$85.6M
Participants584
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH SERVICES ADVISORY GROUP (HSAG), SUBSIDIARY OF HEALTH SERVICES HOLDINGS, INC. (HSH) WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$6.0M
Covered lives671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH SERVICES ADVISORY GROUP 401(K) PLAN401k$85.6M5842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH SERVICES ADVISORY GROUP (HSAG), SUBSIDIARY OF HEALTH SERVICES HOLDINGS, INC. (HSH) WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$6.0M6712025
Retirement plans
Welfare plans
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