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Sponsor portfolio

MEDICAL HOME ALLIANCE, LLC

EIN 46-1640939-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$2.9M premiums
Participants
921
6675 WESTWOOD BLVD, SUITE 475 - ORLANDO, FL 32821407-845-0390LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$18.3M - 475 part#501Fully Insured-$2.9M - 443 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 443 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$480K
  • Vision$480K
  • Life$480K
  • Short-term disability$480K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY16%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • USI INSURANCE SERVICES LLC87%
  • THE CASON GROUP INC13%
Total $218K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MEDICAL HOME ALLIANCE 401(K) PLAN

401k

Assets$18.3M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INHEALTHMD ALLIANCE, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives443
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MEDICAL HOME ALLIANCE 401(K) PLAN401k$18.3M4752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INHEALTHMD ALLIANCE, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.9M4432025
Retirement plans
Welfare plans
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