Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$629K
- Dental$456K
- Vision$456K
- Short-term disability$357K
- Long-term disability$255K
- Life$196K
- +1 more
Sponsor portfolio
HERITAGE MEDICAL ASSOCIATES, P.C.
EIN 62-1483206hospital & health careLatest filing 2025
Plans
2
Retirement
1
$155.3M assets
Welfare
1
$1.4M premiums
Participants
2,000
2325 CRESTMOOR RD. - NASHVILLE, TN 37215615-953-2016heritagemedical.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,387 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA57%
- BLUE CROSS OF CALIFORNIA32%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
97%top
- DIGITAL INSURANCE LLC97%
- HERITAGE MEDICAL ASSOCIATES, PC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HERITAGE MEDICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$155.3M
Participants1,123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE MEDICAL ASSOCIATES, P.C. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$1.4M
Covered lives1,387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HERITAGE MEDICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | 401k | $155.3M | 1,123 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE MEDICAL ASSOCIATES, P.C. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $1.4M | 1,387 | 2025 |
Retirement plans
Welfare plans