PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Reliance Partners, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Reliance Partners, LLC

EIN 26-4244586-insurance-Latest filing 2025
Plans
2
Retirement
1
$12.8M assets
Health & Benefits
1
$2.2M premiums
Participants
586
555 WALNUT STREET, SUITE 400 - CHATTANOOGA, TN 37402877-668-1704reliancepartners.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401(k)-$12.8M - 305 part#501Fully insured-$2.2M - 395 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.2M premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Other$132K
  • Life$70K
  • +2 more
Total $2.2M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

RELIANCE PARTNERS, LLC

401(k)

Assets$12.8M
Participants305
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

RELIANCE PARTNERS HEALTH AND WELFARE PLAN

Fully insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.2M
Covered lives395
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RELIANCE PARTNERS, LLC401(k)$12.8M3052025
  • RELIANCE PARTNERS, LLC$12.8M
    #001 · 401(k) · 2025305

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501RELIANCE PARTNERS HEALTH AND WELFARE PLANFully insuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.2M3952025
  • RELIANCE PARTNERS HEALTH AND WELFARE PLAN$2.2M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF TENNESSEE, INC. · 2025395
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica