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Sponsor portfolio

ALLIANCE HEALTHCARE SERVICES

EIN 62-0911518-Latest filing 2025
Plans
4
Retirement
2
$15.8M assets
Welfare
2
$2.9M premiums
Participants
1,720
2220 UNION AVENUE - MEMPHIS, TN 38104901-369-1420
Plans on this EIN
4 filings
#001ProfitSharing-$9.1M - 526 part#002403b-$6.7M - 535 part#502Fully Insured-$2.8M - 373 lives#501Fully Insured-$38K - 415 lives

Retirement portfolio analytics

2 plans aggregated / $15.8M assets / 1,061 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYER RETIREMENT PLAN (#001)58%
  • EMPLOYEE RETIREMENT PLAN (#002)42%
Total $15.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#002)535
  • EMPLOYER RETIREMENT PLAN (#001)526
Total 1,061Click row to drill in

Benefits portfolio analytics

2 plans / $2.9M premiums / 788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Life$288K
  • Short-term disability$288K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • SYMETRA LIFE INSURANCE COMPANY10%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • MEGHAN E. GUFFEE63%
  • USI INSURANCE SERVICES LLC33%
  • GROUP INSURANCE SERVICES INC4%
Total $169K3 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

ALLIANCE HEALTHCARE SERVICES, INC. EMPLOYER RETIREMENT PLAN

ProfitSharing

Assets$9.1M
Participants526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIANCE HEALTHCARE SERVICES EMPLOYEE RETIREMENT PLAN

403b

Assets$6.7M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALLIANCE HEALTHCARE SERVICES HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.8M
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ALLIANCE HEALTHCARE SERVICES LIFE, DISABILITY, AND ACCIDENTAL DEATH WELFARE BENEFIT PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$38K
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALLIANCE HEALTHCARE SERVICES, INC. EMPLOYER RETIREMENT PLANProfitSharing$9.1M5262024
002ALLIANCE HEALTHCARE SERVICES EMPLOYEE RETIREMENT PLAN403b$6.7M5352024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALLIANCE HEALTHCARE SERVICES HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.8M3732025
501ALLIANCE HEALTHCARE SERVICES LIFE, DISABILITY, AND ACCIDENTAL DEATH WELFARE BENEFIT PLANFully InsuredHARTFORD LIFE AND ACCIDENT$38K4152024
Retirement plans
Welfare plans
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