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  2. HEART AND VASCULAR PARTNERS, LLC
Sponsor portfolio

HEART AND VASCULAR PARTNERS, LLC

EIN 81-1015611-medical practice-Latest filing 2025
Plans
3
Retirement
1
$29.9M assets
Welfare
2
$5.1M premiums
Participants
1,627
3200 QUAIL SPRINGS PARKWAY, SUITE 200 - OKLAHOMA CITY, OK 73134405-701-9880heartandvascularpartners.comLinkedIn201-500 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$29.9M - 707 part#501Fully Insured-$4.5M - 660 lives#502Mixed-$595K - 546 lives

Benefits portfolio analytics

2 plans / $5.1M premiums / 1,206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Dental$595K
  • Vision$595K
  • Life$595K
  • Short-term disability$595K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $5.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $321K1 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

HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN

401k

Assets$29.9M
Participants707
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEART AND VASCULAR PARTNERS EMPLOYEE GROUP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$4.5M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HEART AND VASCULAR PARTNERS EMPLOYEE GROUP ANCILLARY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$595K
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEART & VASCULAR/SPECIALTY MEDCARE 401(K) PLAN401k$29.9M7072024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEART AND VASCULAR PARTNERS EMPLOYEE GROUP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$4.5M6602025
502HEART AND VASCULAR PARTNERS EMPLOYEE GROUP ANCILLARY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$595K5462025
Retirement plans
Welfare plans
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