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Sponsor portfolio

BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC

EIN 52-2170293-medical practice-Latest filing 2025
Plans
2
Retirement
1
$43.1M assets
Welfare
1
$4.4M premiums
Participants
654
500 OFFICE PARK DRIVE, SUITE 400 - BIRMINGHAM, AL 35223205-803-4330LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$43.1M - 387 part#501Mixed-$4.4M - 267 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Health$4.3M
  • Vision$4.1M
  • Dental$4.1M
  • Prescription drug$4.1M
  • Life$251K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNITED AMERICAN INSURANCE COMPANY6%
  • MWG ADMINISTRATORS1%
  • CANOPY1%
Total $4.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • THE PRIESTLY COMPANY33%
  • LAKESHORE BENEFIT ALLIANCE LLC25%
  • JOSHUA PRIESTLEY17%
  • SURETY MARKETING13%
  • MWG BROKER SERVICES6%
  • +2 more
Total $99K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC 401K PLAN

401k

Assets$43.1M
Participants387
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC INSURANCE PLAN

Mixed - BLUECROSS BLUESHIELD OF ALABAMA

Premiums$4.4M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC 401K PLAN401k$43.1M3872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLC INSURANCE PLANMixedBLUECROSS BLUESHIELD OF ALABAMA$4.4M2672025
Retirement plans
Welfare plans
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