Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Health$1.0M
- Dental$1.0M
- Prescription drug$1.0M
- Short-term disability$70K
- Life$57K
- +2 more
Sponsor portfolio
WHATLEY HEALTH SERVICES, INC.
EIN 63-0727781hospital & health careLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$1.1M premiums
Participants
294
2731 MARTIN LUTHER KING JR BLV - TUSCALOOSA, AL 354015235205-614-6135whatleyhealth.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 158 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- PRINCIPAL LIFE INSURANCE COMPANY4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SECTION 403(B) RETIREMENT PLAN WHATLEY HEALTH SERVICES, INC.
403b
Assets$3.5M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WHATLEY HEALTH SERVICES WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA
Premiums$1.1M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SECTION 403(B) RETIREMENT PLAN WHATLEY HEALTH SERVICES, INC. | 403b | $3.5M | 170 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WHATLEY HEALTH SERVICES WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ALABAMA | $1.1M | 158 | 2025 |
Retirement plans
Welfare plans