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
Sponsor portfolioTH
SAGESPRING WEALTH PARTNERS LLC
EIN 47-1471217financial servicesLatest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$2.1M premiums
Participants
368
701 COOL SPRINGS BLVD STE 500 - FRANKLIN, TN 370672125615-861-8868sagespring.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 146 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
33%top
- AUSTIN MADISON33%
- DOUGLAS ALLEN FREEMAN26%
- COMMERCIAL INSURANCE ASSOCIATES24%
- HUB INTERNATIONAL MIDWEST LIMITED16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN
401k
Assets$16.0M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAGESPRING WEALTH PARTNERS EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$2.1M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAGESPRING WEALTH PARTNERS 401(K) PROFIT SHARING PLAN | 401k | $16.0M | 182 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans