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Sponsor portfolio

HEALTHPORT, INC.

EIN 52-1976585-mental health care-Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$1.4M premiums
Participants
328
208 EAST MAIN STREET, SUITE C - SALISBURY, MD 21801410-341-3420lowershoreclinic.orgLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filings
#002401k-$5.7M - 186 part#501Fully Insured-$1.4M - 188 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$518K
  • Vision$518K
  • Life$132K
  • Short-term disability$132K
  • Long-term disability$132K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • DIGITAL INSURANCE LLC73%
  • CENTERSTONE INSURANCE AND FINANCIAL27%
Total $96K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEALTHPORT, INC. 401(K) PLAN

401k

Assets$5.7M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHPORT, INC. HEALTH & WELFARE

Fully Insured - AETNA

Premiums$1.4M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEALTHPORT, INC. 401(K) PLAN401k$5.7M1862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHPORT, INC. HEALTH & WELFAREFully InsuredAETNA$1.4M1882025
Retirement plans
Welfare plans
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