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Sponsor portfolio

ST. JOSEPH HOLDINGS, LLC

EIN 80-0109664-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$1.8M premiums
Participants
2,511
10615 JEFFERSON HIGHWAY - BATON ROUGE, LA 70809225-368-3148LinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$11.6M - 1,726 part#501Fully Insured-$1.8M - 826 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 826 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$678K
  • Prescription drug$678K
  • Stop-loss$678K
  • Life$629K
  • Short-term disability$629K
  • Long-term disability$629K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • BLUE CROSS OF CALIFORNIA37%
  • SYMETRA LIFE INSURANCE COMPANY34%
  • HUMANA INSURANCE COMPANY29%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • DONALD R MASSAD, APC85%
  • FRANCIS B. CLEMENTS15%
Total $211K2 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

ST. JOSEPH HOLDINGS, LLC 401(K) PLAN

401k

Assets$11.6M
Participants1,726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. JOSEPH HOLDINGS, LLC EMPLOYEE BENEFIT PLAN & TRUST

Fully Insured - BLUE CROSS AND BLUE SHIELD OF LOUISIANA

Premiums$1.8M
Covered lives826
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. JOSEPH HOLDINGS, LLC 401(K) PLAN401k$11.6M1,7262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. JOSEPH HOLDINGS, LLC EMPLOYEE BENEFIT PLAN & TRUSTFully InsuredBLUE CROSS AND BLUE SHIELD OF LOUISIANA$1.8M8262025
Retirement plans
Welfare plans
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