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Sponsor portfolio

SURGICOR, LLC

EIN 46-1282789-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$2.1M premiums
Participants
516
318 SEABOARD LANE, SUITE 305 - FRANKLIN, TN 37067615-567-5686surgicor.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$34.3M - 308 part#501Fully Insured-$2.1M - 449 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 449 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$418K
  • Vision$418K
  • Life$418K
  • Short-term disability$418K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • CHRISTOPHER POYNTER58%
  • THE BALDWIN GROUP WEST LLC42%
Total $141K2 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

SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$34.3M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURGICOR, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.1M
Covered lives449
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN401k$34.3M3082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURGICOR, LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.1M4492025
Retirement plans
Welfare plans
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