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Sponsor portfolio

WEST TENNESSEE BONE & JOINT INSTITUTE

EIN 62-0913372-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$46.3M assets
Welfare
2
$1.8M premiums
Participants
640
50 CAPITAL AVENUE - JACKSON, TN 38305731-661-9825
Plans on this EIN
3 filings
#002401k-$46.3M - 254 part#502Fully Insured-$1.4M - 322 lives#501Fully Insured-$348K - 228 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 550 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Vision$1.4M
Total $1.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BLUE CROSS OF CALIFORNIA100%
Total $1.4M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DAVID EBLEN II100%
Total $56K1 slice

Plan deep-dives

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

WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN

401k

Assets$46.3M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WEST TENNESSEE BONE & JOINT CLINIC, P.C. HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.4M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WEST TENNESSEE BONE & JOINT CLINIC, P.C. LIFE AND DISABILITY PLAN

Fully Insured - RELIANCE MATRIX

Premiums$348K
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WEST TENNESSEE BONE & JOINT CLINIC, P.C. PROFIT SHARING PLAN401k$46.3M2542025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WEST TENNESSEE BONE & JOINT CLINIC, P.C. HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.4M3222025
501WEST TENNESSEE BONE & JOINT CLINIC, P.C. LIFE AND DISABILITY PLANFully InsuredRELIANCE MATRIX$348K2282024
Retirement plans
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