PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PERFECTSERVE, INC.
Sponsor portfolio

PERFECTSERVE, INC.

EIN 62-1614688-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$2.7M premiums
Participants
586
2160 LAKESIDE CENTRE, # 301 - KNOXVILLE, TN 37922865-212-5000perfectserve.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$18.4M - 323 part#503Fully Insured-$2.7M - 263 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.4M
  • Vision$2.4M
  • Life$175K
  • Short-term disability$175K
  • Long-term disability$175K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $140K1 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

PERFECTSERVE, INC. RETIREMENT SAVINGS PLAN

401k

Assets$18.4M
Participants323
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PERFECTSERVE, INC. BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERFECTSERVE, INC. RETIREMENT SAVINGS PLAN401k$18.4M3232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PERFECTSERVE, INC. BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M2632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica