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Sponsor portfolio

PARTNERS AND ASSOCIATES, INC.

EIN 62-1081038-accounting-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$71K premiums
Participants
37
520 WEST SUMMIT HILL DRIVE - KNOXVILLE, TN 37902865-524-7777grace-info.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001401k-$5.6M - 20 part#501Self Funded-$71K - 17 lives

Benefits portfolio analytics

1 plan / $71K premiums / 17 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$71K
  • Stop-loss$71K
Total $71K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EBENCONCEPTS COMPANY100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PARTNERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARTNERS AND ASSOCIATES, INC EMPLOYEE BENEFIT PLAN

Self Funded - ALL SAVERS INSURANCE COMPANY

Premiums$71K
Covered lives17
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNERS AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$5.6M202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARTNERS AND ASSOCIATES, INC EMPLOYEE BENEFIT PLANSelf FundedALL SAVERS INSURANCE COMPANY$71K172024
Retirement plans
Welfare plans
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