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  1. Companies/
  2. PIEDMONT HEALTHCARE, INC.
Sponsor portfolio

PIEDMONT HEALTHCARE, INC.

EIN 58-1503902-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$2.86B assets
Welfare
1
$51.2M premiums
Participants
71,450
1800 HOWELL MILL ROAD, SUITE 325 - ATLANTA, GA 30318678-503-1900
Plans on this EIN
3 filings
#003401k-$2.86B - 47,001 part#004TraditionalDB-$1.3M - 83 part#503Mixed-$51.2M - 45,195 lives

Retirement portfolio analytics

2 plans aggregated / $2.86B assets / 47,084 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • INC. 401(K) TOMORROWPLAN (#003)100%
  • CONSOLIDATED RETIREMENT PLAN (#004)0%
Total $2.86BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) TOMORROWPLAN (#003)47,001
  • CONSOLIDATED RETIREMENT PLAN (#004)83
Total 47,084Click row to drill in

Benefits portfolio analytics

1 plan / $51.2M premiums / 45,195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$30.0M
  • Life$30.0M
  • Dental$17.3M
  • Long-term disability$13.9M
  • Vision$3.9M
  • Short-term disability$1.2M
Total $51.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • METROPOLITAN LIFE INSURANCE COMPANY34%
  • AFLAC29%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA27%
  • EYEMED VISION CARE8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $51.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • LOCKTON COMPANIES, LLC61%
  • BCINSOURCING, LLC39%
  • BENEFIT COMMUNICATIONS INC0%
  • SUMMIT LEGACY, LLC0%
  • MARSH & MCLENNAN AGENCY LLC0%
  • +1 more
Total $5.5M6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN

401k

Assets$2.86B
Participants47,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

PIEDMONT HEALTHCARE, INC. CONSOLIDATED RETIREMENT PLAN

TraditionalDB

Assets$1.3M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PIEDMONT HEALTHCARE, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$51.2M
Covered lives45,195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PIEDMONT HEALTHCARE, INC. 401(K) TOMORROWPLAN401k$2.86B47,0012024
004PIEDMONT HEALTHCARE, INC. CONSOLIDATED RETIREMENT PLANTraditionalDB$1.3M832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PIEDMONT HEALTHCARE, INC. COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$51.2M45,1952024
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