PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BLUEGRASS HEALTH PARTNERS
Sponsor portfolio

BLUEGRASS HEALTH PARTNERS

EIN 81-1010658-Latest filing 2025
Plans
5
Retirement
1
$6.3M assets
Welfare
4
$2.1M premiums
Participants
7,322
202 CATON AVE - BROOKLYN, NY 11218859-623-0898
Plans on this EIN
5 filings
#001401k-$6.3M - 1,409 part#505Fully Insured-$817K - 487 lives#501Self Funded-$531K - 938 lives#502Fully Insured-$452K - 1,400 lives#503Fully Insured-$264K - 1,427 lives

Benefits portfolio analytics

4 plans / $2.1M premiums / 4,252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$919K
  • Short-term disability$817K
  • Stop-loss$531K
  • Life$338K
  • Dental$264K
  • Long-term disability$111K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • AFLAC40%
  • SUN LIFE ASSURANCE COMPANY OF CANADA26%
  • DELTA DENTAL OF CALIFORNIA13%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • SPETNER ASSOCIATES INC80%
  • BEN WERTZBERGER & ASSOC LP16%
  • GIS BENEFITS INC4%
Total $554K3 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

BLUEGRASS HEALTH PARTNERS 401(K) PLAN

401k

Assets$6.3M
Participants1,409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

BLUEGRASS HEALTH PARTNERS WORKPLACE BENEFITS PLAN

Fully Insured - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$817K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KENTUCKY HEALTH BENEFIT TRUST

Self Funded - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$531K
Covered lives938
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BLUEGRASS HEALTH PARTNERS LIFE INSURANCE PLAN

Fully Insured - COMBINED INSURANCE

Premiums$452K
Covered lives1,400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BLUEGRASS HEALTH PARTNERS DENTAL PLAN

Fully Insured - DELTA DENTAL OF KENTUCKY

Premiums$264K
Covered lives1,427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUEGRASS HEALTH PARTNERS 401(K) PLAN401k$6.3M1,4092024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505BLUEGRASS HEALTH PARTNERS WORKPLACE BENEFITS PLANFully InsuredCONTINENTAL AMERICAN INSURANCE COMPANY$817K4872025
501KENTUCKY HEALTH BENEFIT TRUSTSelf FundedSUN LIFE AND HEALTH INSURANCE COMPANY$531K9382025
502BLUEGRASS HEALTH PARTNERS LIFE INSURANCE PLANFully InsuredCOMBINED INSURANCE$452K1,4002025
503BLUEGRASS HEALTH PARTNERS DENTAL PLANFully InsuredDELTA DENTAL OF KENTUCKY$264K1,4272025
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