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  2. MANAGED HEALTHCARE PARTNERS, LLC
Sponsor portfolio

MANAGED HEALTHCARE PARTNERS, LLC

EIN 26-4833015-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$5.3M premiums
Participants
2,659
10645 N. ORACLE RD, SUITE 121-371 - ORO VALLEY, AZ 85737646-493-7895
Plans on this EIN
2 filings
#001401k-$13.7M - 1,220 part#510Fully Insured-$5.3M - 1,439 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 1,439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Other$1.2M
  • Dental$1.1M
  • Vision$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • AETNA LIFE INSURANCE COMPANY77%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • AMERITAS LIFE INSURANCE CORP.2%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $5.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • THE HOTALING GROUP83%
  • CIC HOTALING INSURANCE SERVICES, LL8%
  • NATIONAL AGENCY SOLUTIONS LLC8%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $93K4 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

CAREMAX, INC. 401(K) PLAN

401k

Assets$13.7M
Participants1,220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CAREMAX, INC. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA HEALTH LNC.

Premiums$5.3M
Covered lives1,439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAREMAX, INC. 401(K) PLAN401k$13.7M1,2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CAREMAX, INC. EMPLOYEE HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA HEALTH LNC.$5.3M1,4392024
Retirement plans
Welfare plans
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