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Sponsor portfolio

SAI MED PARTNERS, LLC

EIN 80-0458825-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$1.8M premiums
Participants
290
4970 DEMOSS ROAD, SUITE 300 - READING, PA 19606610-685-4254
Plans on this EIN
2 filings
#001401k-$17.7M - 178 part#501Fully Insured-$1.8M - 255 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 255 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$81K
  • Other$27K
  • Long-term disability$26K
  • Life$14K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • POWER-KUNKLE GROUP INC77%
  • PATRIOT GROWTH INSURANCE SERVICES12%
  • AMWINS6%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
  • GALLAGHER BENEFIT SERVICES, INC.2%
Total $71K5 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

SAI MED PARTNERS, LLC 401(K) INCENTIVE SAVINGS PLAN

401k

Assets$17.7M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAI-MED PARTNERS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$1.8M
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAI MED PARTNERS, LLC 401(K) INCENTIVE SAVINGS PLAN401k$17.7M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAI-MED PARTNERS, LLC EMPLOYEE BENEFIT PLANFully InsuredHIGHMARK, INC.$1.8M2552025
Retirement plans
Welfare plans
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