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Sponsor portfolio

PRIMERITUS FINANCIAL SERVICES

EIN 45-4418687-management consulting-Latest filing 2025
Plans
2
Retirement
1
$8.1M assets
Welfare
1
$778K premiums
Participants
459
435 METROPLEX DRIVE - NASHVILLE, TN 37211615-762-2463primeritus.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$8.1M - 300 part#501Fully Insured-$778K - 159 lives

Benefits portfolio analytics

1 plan / $778K premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$461K
  • Other$138K
  • Dental$96K
  • Vision$96K
  • Life$65K
  • Short-term disability$50K
  • +1 more
Total $778K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY72%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY26%
  • STANDARD INSURANCE COMPANY2%
Total $778K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • MAX & SIERRA INC64%
  • HIGHSTREET INSURANCE SERVICES SOUTH25%
  • MAX & SIERRA INC DBA ALTA BENEFITS7%
  • BROWN & BROWN INSURANCE SERVICES4%
Total $36K4 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

PRIMERITUS FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$8.1M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIMERITUS FINANCIAL SERVICES EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$778K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIMERITUS FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$8.1M3002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIMERITUS FINANCIAL SERVICES EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$778K1592025
Retirement plans
Welfare plans
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