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Sponsor portfolio

PATIENTPOINT HEALTH TECHNOLOGIES LLC

EIN 77-0701013-Latest filing 2025
Plans
2
Retirement
1
$55.1M assets
Welfare
1
$1.3M premiums
Participants
1,472
5901 E GALBRAITH ROAD R1000 - CINCINNATI, OH 45236513-936-6800
Plans on this EIN
2 filings
#001401k-$55.1M - 903 part#501Mixed-$1.3M - 1,134 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,134 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$488K
  • Short-term disability$408K
  • Long-term disability$408K
  • Other$365K
  • Life$257K
  • Vision$53K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • DELTA DENTAL OF CALIFORNIA37%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $136K1 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

PATIENTPOINT 401(K) RETIREMENT PLAN.

401k

Assets$55.1M
Participants903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PATIENTPOINT HEALTH TECHNOLOGIES LLC WRAP BENEFIT PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$1.3M
Covered lives1,134
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PATIENTPOINT 401(K) RETIREMENT PLAN.401k$55.1M9032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PATIENTPOINT HEALTH TECHNOLOGIES LLC WRAP BENEFIT PLANMixedDELTA DENTAL OF OHIO$1.3M1,1342025
Retirement plans
Welfare plans
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