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Sponsor portfolio

OMNIA PARTNERS, LLC

EIN 35-2640764-management consulting-Latest filing 2025
Plans
2
Retirement
1
$44.6M assets
Welfare
1
$2.9M premiums
Participants
841
5001 ASPEN GROVE DR., SUITE 600 - FRANKLIN, TN 37067615-786-1127omniapartners.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$44.6M - 449 part#502Mixed-$2.9M - 386 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.2M
  • Dental$328K
  • Vision$328K
  • Other$189K
  • Life$168K
  • Short-term disability$91K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HCC LIFE INSURANCE COMPANY76%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA12%
  • BLUE CROSS OF CALIFORNIA11%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • HUB INTERNATIONAL MIDWEST LIMITED69%
  • AUSTIN MADISON16%
  • DOUGLAS ALLEN FREEMAN15%
Total $83K3 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

OMNIA PARTNERS 401(K) PLAN

401k

Assets$44.6M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OMNIA PARTNERS, LLC EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OMNIA PARTNERS 401(K) PLAN401k$44.6M4492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OMNIA PARTNERS, LLC EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$2.9M3862025
Retirement plans
Welfare plans
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