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Sponsor portfolioTH

HOLSTON MEDICAL GROUP

EIN 62-1388079-Latest filing 2025
Plans
2
Retirement
1
$147.1M assets
Welfare
1
$2.2M premiums
Participants
2,581
2323 NORTH JOHN B DENNIS HIGHWAY - KINGSPORT, TN 37660423-578-1511
Plans on this EIN
2 filings
#003401k-$147.1M - 1,482 part#501Mixed-$2.2M - 2,037 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,037 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
  • Dental$756K
  • Vision$93K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY61%
  • DELTA DENTAL OF CALIFORNIA34%
  • BLUE CROSS OF CALIFORNIA4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • THE BALDWIN GROUP WEST LLC97%
  • ANDREW MANN3%
Total $312K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HOLSTON MEDICAL GROUP RETIREMENT PLAN

401k

Assets$147.1M
Participants1,482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOLSTON MEDICAL GROUP EMPLOYEE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives2,037
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HOLSTON MEDICAL GROUP RETIREMENT PLAN401k$147.1M1,4822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOLSTON MEDICAL GROUP EMPLOYEE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2.2M2,0372025
Retirement plans
Welfare plans
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