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  2. Healthspan Partners
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

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Healthspan Partners

EIN 46-3055925-insurance-Latest filing 2025
Plans
3
Retirement
2
$25.8M assets
Health & Benefits
1
$120K premiums
Participants
702
4600 MCAULEY PLACE, SUITE 100 - BLUE ASH, OH 45242513-639-0333LinkedIn201-500 employeesinsurance
Plans on this EIN
3 filings
#001403(b)-$24.3M - 268 part#002401(k)-$1.5M - 236 part#520Mixed-$120K - 327 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $25.8M assets / 504 participants

Assets by plan

Share of aggregate retirement assets

  • SAVINGS PLAN 403(B) (#001)$24.3M
  • SAVINGS PLAN 401(K) (#002)$1.5M
Total $25.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 403(B) (#001)268
  • SAVINGS PLAN 401(K) (#002)236
Total 504Select a row to open it

Benefits portfolio analytics

1 plan / $120K premiums / 327 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$104K
  • Vision$17K
Total $120K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B)

403(b)

Assets$24.3M
Participants268
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 401(K)

401(k)

Assets$1.5M
Participants236
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520

HEALTHSPAN PARTNERS WELFARE BENEFITS PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$120K
Covered lives327
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B)403(b)$24.3M2682025
#002HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 401(K)401(k)$1.5M2362025
  • HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B)$24.3M
    #001 · 403(b) · 2025268
  • HEALTHSPAN PARTNERS RETIREMENT SAVINGS PLAN 401(K)$1.5M
    #002 · 401(k) · 2025236

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#520HEALTHSPAN PARTNERS WELFARE BENEFITS PLANMixedDELTA DENTAL OF OHIO$120K3272025
  • HEALTHSPAN PARTNERS WELFARE BENEFITS PLAN$120K
    #520 · Mixed · DELTA DENTAL OF OHIO · 2025327
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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