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

HEALOGICS, LLC

EIN 65-0678356-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$153.3M assets
Welfare
1
$4.0M premiums
Participants
6,605
5220 BELFORT ROAD SUITE 130 - JACKSONVILLE, FL 32256904-446-3400healogics.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$153.3M - 3,883 part#506Mixed-$4.0M - 3,519 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 3,519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$3.0M
  • Short-term disability$3.0M
  • Long-term disability$3.0M
  • Vision$357K
Total $4.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA74%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY13%
  • AETNA LIFE INSURANCE COMPANY10%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
  • +1 more
Total $4.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MARSH & MCLENNAN AGENCY LLC89%
  • EAST REGION6%
  • THE NIA GROUP4%
  • TRION GROUP, INC.2%
Total $701K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEALOGICS, LLC. 401(K) PLAN

401k

Assets$153.3M
Participants3,883
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

HEALOGICS, LLC EMPLOYEE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$4.0M
Covered lives3,519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEALOGICS, LLC. 401(K) PLAN401k$153.3M3,8832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506HEALOGICS, LLC EMPLOYEE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$4.0M3,5192025
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