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Sponsor portfolio

HELEN ROSS MCNABB CENTER, INC.

EIN 62-0548914-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$76.8M assets
Welfare
1
$1.2M premiums
Participants
2,561
200 TECH CENTER DRIVE - KNOXVILLE, TN 37912865-637-9711LinkedIn1001-5000 employeesmarketing and advertising
Plans on this EIN
2 filings
#002403b-$76.8M - 1,765 part#501Mixed-$1.2M - 2,048 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 2,048 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$446K
  • Vision$446K
  • Other$409K
  • Life$309K
  • Long-term disability$217K
Total $1.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
  • BLUE CROSS OF CALIFORNIA37%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • THE BALDWIN GROUP WEST LLC72%
  • CHRISTOPER POYNTER28%
Total $206K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN

403b

Assets$76.8M
Participants1,765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HELEN ROSS MCNABB CENTER FLEXIBLE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.2M
Covered lives2,048
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HELEN ROSS MCNABB CENTER, INC., RETIREMENT PLAN403b$76.8M1,7652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HELEN ROSS MCNABB CENTER FLEXIBLE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.2M2,0482025
Retirement plans
Welfare plans
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