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Sponsor portfolio

NOVELLE HEALTH, LLC

EIN 81-4686656-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$3.7M premiums
Participants
611
720 BROOKER CREEK BLVD, SUITE 215 - OLDSMAR, FL 34677813-321-6202
Plans on this EIN
2 filings
#001401k-$36.2M - 347 part#501Fully Insured-$3.7M - 263 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 263 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Long-term disability$162K
  • Dental$140K
  • Vision$140K
  • Other$89K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LEGALPLANS, USA0%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CREATIVA ASSOCIATES FINANCIAL & INS100%
Total $202K1 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

NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN

401k

Assets$36.2M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NOVELLE HEALTH, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NOVELLE HEALTH, LLC 401(K) RETIREMENT PLAN401k$36.2M3472025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NOVELLE HEALTH, LLC HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M2632025
Retirement plans
Welfare plans
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