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  2. YMCA OF MEMPHIS & THE MID-SOUTH
Sponsor portfolio

YMCA OF MEMPHIS & THE MID-SOUTH

EIN 62-0476304-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
1
$458K assets
Welfare
1
$1.0M premiums
Participants
1,291
7171 GOODLETT FARMS PARKWAY - CORDOVA, TN 38016901-766-7677ymcamemphis.orgLinkedIn501-1000 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$458K - 1,081 part#501Fully Insured-$1.0M - 227 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$956K
  • Dental$956K
  • Short-term disability$70K
  • Vision$12K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • JAMES D. COLLIER & COMPANY79%
  • JAS D COLLIER & CO21%
Total $63K2 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

YMCA OF MEMPHIS & THE MID-SOUTH 401(K) PLAN

401k

Assets$458K
Participants1,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YMCA OF MEMPHIS & THE MID-SOUTH EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC

Premiums$1.0M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YMCA OF MEMPHIS & THE MID-SOUTH 401(K) PLAN401k$458K1,0812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YMCA OF MEMPHIS & THE MID-SOUTH EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC$1.0M2272024
Retirement plans
Welfare plans
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