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Sponsor portfolio

HEALTHSTREAM, INC.

EIN 62-1443555-computer software-Latest filing 2024
Plans
2
Retirement
1
$99.0M assets
Welfare
1
$11.7M premiums
Participants
2,521
500 11TH AVENUE NORTH, SUITE 850 - NASHVILLE, TN 372033384615-369-8919healthstream.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$99.0M - 1,445 part#501Fully Insured-$11.7M - 1,753 lives

Benefits portfolio analytics

1 plan / $11.7M premiums / 1,753 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.2M
  • Prescription drug$10.2M
  • Other$765K
  • Dental$606K
  • Life$577K
  • Short-term disability$577K
  • +2 more
Total $11.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $11.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • LOCKTON COMPANIES, LLC70%
  • EXPLAIN MY BENEFITS LLC16%
  • MARGARET SPALDING14%
Total $147K3 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

HEALTHSTREAM, INC. 401(K) PLAN

401k

Assets$99.0M
Participants1,445
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHSTREAM HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$11.7M
Covered lives1,753
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTHSTREAM, INC. 401(K) PLAN401k$99.0M1,4452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHSTREAM HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$11.7M1,7532024
Retirement plans
Welfare plans
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