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Sponsor portfolio

THE SURGERY CENTER OF HUNTSVILLE

EIN 62-1230866-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$2.1M premiums
Participants
503
721 MADISON STREET - HUNTSVILLE, AL 35801256-533-4888thesurgerycenter.infoLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$6.4M - 329 part#501Fully Insured-$2.1M - 295 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$285K
  • Vision$285K
  • Life$285K
  • Short-term disability$285K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LIGHTHOUSE SVCS INS & INVESTMENTS98%
  • THE BLUE ORANGE SOLUTIONS, LLC2%
Total $50K2 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

SURGERY CENTER, JV 401(K) RETIREMENT PLAN

401k

Assets$6.4M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SURGERY CENTER OF HUNTSVILLE HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS AND BLUESHIELD OF ALABAMA

Premiums$2.1M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURGERY CENTER, JV 401(K) RETIREMENT PLAN401k$6.4M3292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SURGERY CENTER OF HUNTSVILLE HEALTH AND WELFARE PLANFully InsuredBLUECROSS AND BLUESHIELD OF ALABAMA$2.1M2952025
Retirement plans
Welfare plans
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