PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. QUALIFACTS SYSTEMS, LLC
Sponsor portfolio

QUALIFACTS SYSTEMS, LLC

EIN 62-1820098-medical practice-Latest filing 2025
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$805K premiums
Participants
971
315 DEADERICK ST. STE 2300 - NASHVILLE, TN 37238615-386-6755LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$40.2M - 583 part#505Mixed-$805K - 1,238 lives

Benefits portfolio analytics

1 plan / $805K premiums / 1,238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$346K
  • Vision$346K
  • Other$271K
  • Short-term disability$188K
  • Long-term disability$188K
  • Life$159K
Total $805K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA54%
  • STARMOUNT LIFE INSURANCE COMPANY43%
  • CURALINC HEALTHCARE4%
Total $805K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $104K1 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

QUALIFACTS SYSTEMS 401(K) PLAN

401k

Assets$40.2M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

QUALIFACTS SYSTEMS, LLC HEALTH AND WELFARE PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$805K
Covered lives1,238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001QUALIFACTS SYSTEMS 401(K) PLAN401k$40.2M5832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505QUALIFACTS SYSTEMS, LLC HEALTH AND WELFARE PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$805K1,2382025
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