Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$255K
- Vision$255K
- Life$255K
- Long-term disability$255K
- Other$255K
Filings through .
Top hat
Sagespring Wealth Partners, LLC
EIN 47-1471217financial servicesLatest filing 2025
Plans
2
Retirement
1
$20.6M assets
Health & Benefits
1
$2.1M premiums
Participants
379
801 CRESCENT CENTRE DRIVE, SUITE 600 - FRANKLIN, TN 37064615-778-9093sagespring.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 146 covered lives
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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
SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN
401(k)
Assets$20.6M
Participants193
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAGESPRING WEALTH PARTNERS EMPLOYEE BENEFITS PLAN
Fully insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$2.1M
Covered lives146
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN | 401(k) | $20.6M | 193 | 2025 |
- #001 · 401(k) · 2025193
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SAGESPRING WEALTH PARTNERS EMPLOYEE BENEFITS PLAN | Fully insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $2.1M | 146 | 2025 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF TENNESSEE, INC. · 2025146
Retirement plans
Health & Benefits plans