Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$650K
- Other$650K
- Long-term disability$599K
- Dental$31K
- Vision$31K
Sponsor portfolio
STERN CARDIOVASCULAR FOUNDATION
EIN 27-4396698Latest filing 2025
Plans
2
Retirement
0
Welfare
2
$681K premiums
Participants
567
8060 WOLF RIVER BOULEVARD - GERMANTOWN, TN 38138901-271-1000
Plans on this EIN
2 filingsBenefits portfolio analytics
2 plans / $681K premiums / 638 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA88%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- AETNA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
39%top
- STRATEGIC FINANCIAL PARTNERS39%
- USI INSURANCE SERVICES LLC32%
- FREDERICK C SCHAEFFER28%
- MGIS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Welfare#502
STERN CARDIOVASCULAR FOUNDATION, INC. EMPLOYEE HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$681K
Covered lives638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
STERN CARDIOVASCULAR FOUNDATION SECTION 125 FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | STERN CARDIOVASCULAR FOUNDATION, INC. EMPLOYEE HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $681K | 638 | 2025 | |
| 501 | STERN CARDIOVASCULAR FOUNDATION SECTION 125 FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Welfare plans