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  2. MONROE OPERATIONS, LLC
Sponsor portfolioTH

MONROE OPERATIONS, LLC

EIN 26-0605517-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$51.3M assets
Welfare
1
$6.2M premiums
Participants
6,754
3990 HILLSBORO PIKE, SUITE 330 - NASHVILLE, TN 37215615-645-7323
Plans on this EIN
2 filings
#001401k-$51.3M - 3,883 part#501Fully Insured-$6.2M - 3,355 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 3,355 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Dental$1.2M
  • Other$1.2M
  • Life$922K
  • Short-term disability$922K
  • +2 more
Total $6.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • KAISER FOUNDATION HEALTH PLAN INC60%
  • DELTA DENTAL OF CALIFORNIA21%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $6.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • AON CONSULTING INC75%
  • CUSTOM BENEFIT PROGRAMS INC25%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $447K3 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

NEWPORT HEALTHCARE 401(K) PLAN

401k

Assets$51.3M
Participants3,883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWPORT HEALTHCARE HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$6.2M
Covered lives3,355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEWPORT HEALTHCARE 401(K) PLAN401k$51.3M3,8832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWPORT HEALTHCARE HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$6.2M3,3552024
Retirement plans
Welfare plans
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