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Sponsor portfolioTH

HEALTH ONE ALLIANCE

EIN 58-2164837-medical practice-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$595K premiums
Participants
528
THIRD FLOOR, 201 W WAUGH ST - DALTON, GA 307203114706-883-4369LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$14.2M - 298 part#501Mixed-$595K - 417 lives

Benefits portfolio analytics

1 plan / $595K premiums / 417 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$595K
  • Vision$595K
  • Life$595K
  • Short-term disability$595K
  • Long-term disability$595K
  • Other$595K
Total $595K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $595K1 slice

Broker market share

Schedule A broker compensation

Split broker
34%top
  • ADCOCK FINANCIAL GROUP34%
  • SOUTHERN BENEFIT COUNSELORS LLC32%
  • HEALTH ONE ALLIANCE21%
  • MARSH & MCLENNAN AGENCY LLC12%
Total $84K4 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

HEALTH ONE ALLIANCE, LLC EMPLOYEES SAVINGS TRUST

401k

Assets$14.2M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH ONE ALLIANCE HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$595K
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH ONE ALLIANCE, LLC EMPLOYEES SAVINGS TRUST401k$14.2M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH ONE ALLIANCE HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$595K4172025
Retirement plans
Welfare plans
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