Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$543K
- Other$50K
- Life$37K
- Dental$33K
- Short-term disability$21K
- Long-term disability$15K
- +1 more
Sponsor portfolio
EMORY VALLEY CENTER
EIN 62-0762198individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$672K premiums
Participants
629
723 EMORY VALLEY ROAD - OAK RIDGE, TN 37830865-483-4385emoryvalleycenter.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $672K premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY19%
Broker market share
Schedule A broker compensation
54%top
- ROBERT FABRIZIO54%
- THE BALDWIN GROUP WEST LLC26%
- THE BENEFIT COMPANY INC12%
- BALDWIN KRYSTYN SHERMAN PARTNERS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EMORY VALLEY CENTER EMPLOYEE RETIREMENT PLAN
403b
Assets$4.1M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
EMORY VALLEY CENTER WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$672K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EMORY VALLEY CENTER EMPLOYEE RETIREMENT PLAN | 403b | $4.1M | 394 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | EMORY VALLEY CENTER WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $672K | 234 | 2024 |
Retirement plans
Welfare plans