Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$104K
- Vision$17K
Sponsor portfolioTH
HEALTHSPAN PARTNERS
EIN 46-3055925insuranceLatest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$120K premiums
Participants
480
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $120K premiums / 327 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- DELTA DENTAL OF CALIFORNIA86%
- EYEMED VISION CARE14%
- CATILIZE HEALTH, INC.0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B)
403b
Assets$23.1M
Participants282
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
HEALTHSPAN PARTNERS WELFARE BENEFITS PLAN
Mixed - DELTA DENTAL OF OHIO
Premiums$120K
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTHSPAN RETIREMENT SAVINGS PLAN 403(B) | 403b | $23.1M | 282 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | HEALTHSPAN PARTNERS WELFARE BENEFITS PLAN | Mixed | DELTA DENTAL OF OHIO | $120K | 327 | 2025 |
Retirement plans
Welfare plans