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Sponsor portfolio

CUMBERLAND FAMILY MEDICAL CENTER

EIN 20-3131989-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$59.7M assets
Welfare
1
$1.8M premiums
Participants
2,349
PO BOX 1080 - BURKESVILLE, KY 42717270-858-6655cumberlandfamilymedical.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$59.7M - 1,135 part#501Mixed-$1.8M - 1,614 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,614 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$542K
  • Dental$459K
  • Short-term disability$385K
  • Long-term disability$298K
  • Life$200K
  • Vision$99K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • STANDARD INSURANCE COMPANY50%
  • DELTA DENTAL OF CALIFORNIA26%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • PHILLIP W GRUNDY55%
  • ACCRETIVE WHOLESALE INSURANCE SERVI17%
  • PHIL W GRUNDY15%
  • AARON VANPELT INC6%
  • PHILLIP GRUNDY, JR.3%
  • +3 more
Total $317K8 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

CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN

401k

Assets$59.7M
Participants1,135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUMBERLAND FAMILY MEDICAL CENTER EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF KENTUCKY

Premiums$1.8M
Covered lives1,614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN401k$59.7M1,1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUMBERLAND FAMILY MEDICAL CENTER EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF KENTUCKY$1.8M1,6142025
Retirement plans
Welfare plans
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