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Sponsor portfolio

SOUTHERN HEALTH PARTNERS

EIN 63-1130536-medical practice-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$3.7M premiums
Participants
1,871
2030 HAMILTON PLACE BLVD, STE 240 - CHATTANOOGA, TN 374216039423-553-5635southernhealthpartners.comLinkedIn1001-5000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$7.7M - 1,160 part#503Fully Insured-$3.7M - 695 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Vision$3.3M
  • Life$347K
  • Short-term disability$347K
  • Long-term disability$347K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • SYMETRA LIFE INSURANCE COMPANY9%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JOSHUA SMITH63%
  • ASSUREDPARTNERS33%
  • GROUP INSURANCE SERVICES INC4%
Total $196K3 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

SOUTHERN HEALTH PARTNERS, INC. 401(K) PLAN

401k

Assets$7.7M
Participants1,160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SOUTHERN HEALTH PARTNERS, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$3.7M
Covered lives695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHERN HEALTH PARTNERS, INC. 401(K) PLAN401k$7.7M1,1602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SOUTHERN HEALTH PARTNERS, INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$3.7M6952025
Retirement plans
Welfare plans
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