Sponsor portfolioTH

AFFILIATED SANTE GROUP

EIN 52-1729566Latest filing 2025

Plans

Retirement

$6.4M assets

Welfare

$2.7M premiums

Participants

889

12200 TECH RD, STE 330 - SILVER SPRING, MD 209041913301-572-6585

Plans on this EIN

2 filings

#001403b-$6.4M - 571 part #501Fully Insured-$2.7M - 314 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.3M
Prescription drug$2.3M
Life$186K
Dental$159K
Vision$159K
Other$156K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

86%top

BLUE CROSS OF CALIFORNIA86%
STARMOUNT LIFE INSURANCE COMPANY6%
PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
TRANSAMERICA LIFE INSURANCE COMPANY2%
UNUM LIFE INSURANCE COMPANY OF AMERICA1%
+1 more

Broker market share

Schedule A broker compensation

Split broker

74%top

TRIBRIDGE PARTNERS LLC74%
KELLY & ASSOCIATES INSURANCE GROUP8%
MWE SOLUTIONS MS4%
SARAH A ROBERTSON3%
EMPLOYEE BENEFIT SUBJECT MATTER EXP3%
+3 more

Plan deep-dives

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

Retirement#001

SANTE GROUP COMPANIES 403B RETIREMENT PLAN

403b

Assets$6.4M

Participants571

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501