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Sponsor portfolio

JACKSON HEART CLINIC, P.A.

EIN 64-0528954-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$42.1M assets
Welfare
1
$1.6M premiums
Participants
307
970 LAKELAND DRIVE, SUITE 61 - JACKSON, MS 39216601-982-7850jacksonheart.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$42.1M - 176 part#501Mixed-$1.6M - 257 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Long-term disability$185K
  • Dental$130K
  • Vision$130K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • AMFIRST5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • SCOTT BINGHAM49%
  • ROSS & YERGER INSURANCE INC47%
  • MORGAN WHITE LIMITED4%
  • MGIS0%
Total $93K4 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

JACKSON HEART CLINIC, P.A. 401(K) PLAN

401k

Assets$42.1M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JACKSON HEART CLINIC, PA WELFARE BENEFIT PLAN

Mixed - BLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY

Premiums$1.6M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JACKSON HEART CLINIC, P.A. 401(K) PLAN401k$42.1M1762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JACKSON HEART CLINIC, PA WELFARE BENEFIT PLANMixedBLUE CROSS & BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY$1.6M2572024
Retirement plans
Welfare plans
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