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Sponsor portfolio

US HEALTHCONNECT, INC.

EIN 23-3016333-education management-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$4.7M premiums
Participants
698
1301 VIRGINIA DRIVE, SUITE 300 - FORT WASHINGTON, PA 19034215-358-0555ushealthconnect.comLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#002401k-$26.2M - 379 part#501Fully Insured-$4.7M - 455 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 455 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$640K
  • Vision$640K
  • Life$640K
  • Short-term disability$640K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $4.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • ASSUREDPARTNERS68%
  • LOCKTON COMPANIES, LLC32%
Total $332K2 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

US HEALTHCONNECT, INC. 401(K) PLAN

401k

Assets$26.2M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

US HEALTHCONNECT, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$4.7M
Covered lives455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002US HEALTHCONNECT, INC. 401(K) PLAN401k$26.2M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501US HEALTHCONNECT, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredINDEPENDENCE BLUE CROSS$4.7M4552025
Retirement plans
Welfare plans
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