Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$59K
- Long-term disability$59K
- Other$59K
Sponsor portfolio
HEALTHGRAM, INC.
EIN 56-1449504health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$59K premiums
Participants
272
8731 RED OAK BLVD. - CHARLOTTE, NC 28217800-446-5439healthgram.comLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $59K premiums / 145 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- HEALTHGRAM INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALTHGRAM, INC. 401(K) PLAN
401k
Assets$10.3M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
PRIMARY PHYSICIANCARE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$59K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALTHGRAM, INC. 401(K) PLAN | 401k | $10.3M | 152 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | PRIMARY PHYSICIANCARE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $59K | 145 | 2025 |
Retirement plans
Welfare plans