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Sponsor portfolio

PRIMARY HEALTH CARE, INC.

EIN 42-1350092-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$4.0M premiums
Participants
891
1200 UNIVERSITY AVENUE, SUITE 200 - DES MOINES, IA 50314515-248-1432phciowa.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$18.7M - 543 part#501Mixed-$4.0M - 344 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 344 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Short-term disability$137K
  • Other$97K
  • Long-term disability$86K
  • Life$68K
  • Vision$29K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HEALTHPARTNERS INSURANCE COMPANY91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • STEPHANIE MARIE LEUCK64%
  • HOLMES MURPHY & ASSOCIATES29%
  • AVANT SPECIALTY BENEFITS LLC7%
  • SARA K BRADSHAW-0%
Total $91K4 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

PRIMARY HEALTH CARE, INC. 401(K) PLAN

401k

Assets$18.7M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIMARY HEALTH CARE, INC. EMPLOYEE BENEFITS PLAN

Mixed - HEALTHPARTNERS UNITYPOINT HEALTH

Premiums$4.0M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIMARY HEALTH CARE, INC. 401(K) PLAN401k$18.7M5432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIMARY HEALTH CARE, INC. EMPLOYEE BENEFITS PLANMixedHEALTHPARTNERS UNITYPOINT HEALTH$4.0M3442025
Retirement plans
Welfare plans
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