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Sponsor portfolio

SANTE OPERATIONS, LLC

EIN 27-3161091-real estate-Latest filing 2025
Plans
2
Retirement
1
$12.0M assets
Welfare
1
$588K premiums
Participants
2,495
1220 20TH STREET SOUTHEAST, SUITE 310 - SALEM, OR 97302971-599-5011santeoperations.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$12.0M - 1,742 part#501Mixed-$588K - 753 lives

Benefits portfolio analytics

1 plan / $588K premiums / 753 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$537K
  • Short-term disability$537K
  • Long-term disability$537K
  • Other$537K
  • Vision$51K
Total $588K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • VISION SERVICE PLAN9%
Total $588K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MARSH & MCLENNAN AGENCY LLC63%
  • GALLAGHER BENEFIT SERVICES, INC.37%
Total $120K2 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

SANTE OPERATIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$12.0M
Participants1,742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SANTE OPERATIONS, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$588K
Covered lives753
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SANTE OPERATIONS, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$12.0M1,7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SANTE OPERATIONS, LLC HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$588K7532025
Retirement plans
Welfare plans
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