Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$569K
- Life$437K
- Short-term disability$437K
- Long-term disability$437K
Sponsor portfolio
TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC
EIN 59-2117458hospitalityLatest filing 2025
Plans
2
Retirement
1
$43.0M assets
Welfare
1
$569K premiums
Participants
1,568
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $569K premiums / 458 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY77%
- TRANSAMERICA LIFE INSURANCE COMPANY23%
Broker market share
Schedule A broker compensation
74%top
- THE JAMES B OSWALD COMPANY74%
- STEALTH PARTNER GROUP LLC19%
- BENEFITSTORE INC4%
- HOUSE ACCTTEST4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TAVISTOCK 401(K) PLAN
401k
Assets$43.0M
Participants975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$569K
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TAVISTOCK 401(K) PLAN | 401k | $43.0M | 975 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TAVISTOCK HEALTH MANAGEMENT COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $569K | 458 | 2025 |
Retirement plans
Welfare plans