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Sponsor portfolio

HEALTH CONNECT AMERICA

EIN 20-3858944-mental health care-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.0M premiums
Participants
3,381
215 CENTERVIEW DRIVE, SUITE 105 - BRENTWOOD, TN 37027615-567-6726healthconnectamerica.comLinkedIn1001-5000 employeesmental health care
Plans on this EIN
2 filings
#001401k-$10.8M - 2,209 part#501Mixed-$1.0M - 2,988 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 2,988 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$507K
  • Short-term disability$507K
  • Long-term disability$507K
  • Other$507K
  • Dental$415K
  • Vision$80K
Total $1.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • DELTA DENTAL OF CALIFORNIA41%
  • UNITEDHEALTHCARE INSURANCE COMPANY8%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • CBIZ BENEFITS & INSURANCE SERVICES64%
  • LOCKTON COMPANIES, LLC36%
Total $171K2 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

HEALTH CONNECT AMERICA RETIREMENT SAVINGS PLAN

401k

Assets$10.8M
Participants2,209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CONNECT AMERICA, INC. SALARY REDUCTION PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives2,988
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH CONNECT AMERICA RETIREMENT SAVINGS PLAN401k$10.8M2,2092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CONNECT AMERICA, INC. SALARY REDUCTION PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.0M2,9882025
Retirement plans
Welfare plans
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