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  2. SERTOMA CENTER INC.
Sponsor portfolio

SERTOMA CENTER INC.

EIN 62-0818599-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$22K premiums
Participants
330
1400 EAST FIFTH AVENUE - KNOXVILLE, TN 37917865-582-1834
Plans on this EIN
2 filings
#002401k-$2.6M - 188 part#501Mixed-$22K - 142 lives

Benefits portfolio analytics

1 plan / $22K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$22K
  • Other$22K
Total $22K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $22K1 slice

Broker market share

Schedule A broker compensation

Split broker
88%top
  • THE BALDWIN GROUP WEST LLC88%
  • GROUP INSURANCE SERVICES INC12%
Total $5K2 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

SERTOMA CENTER INC. 401K PLAN

401k

Assets$2.6M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SERTOMA CENTER, INC. WELFARE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$22K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SERTOMA CENTER INC. 401K PLAN401k$2.6M1882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SERTOMA CENTER, INC. WELFARE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$22K1422025
Retirement plans
Welfare plans
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