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  2. STRATEGIC BENEFITS PLUS, LLC
Sponsor portfolio

STRATEGIC BENEFITS PLUS, LLC

EIN 82-3546697-Latest filing 2025
Plans
2
Retirement
0
Welfare
2
$3.6M premiums
Participants
737
434 KATHERINE DR, A - FLOWOOD, MS 39232
Plans on this EIN
2 filings
#501Fully Insured-$3.3M - 821 lives#502Fully Insured-$315K - 388 lives

Benefits portfolio analytics

2 plans / $3.6M premiums / 1,209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$315K
  • Vision$315K
Total $3.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • JAMES GATHINGS73%
  • HUB INTERNATIONAL MIDWEST LIMITED27%
Total $105K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

MEDICAL

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY

Premiums$3.3M
Covered lives821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DENTAL

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$315K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDICALFully InsuredBLUE CROSS AND BLUE SHIELD OF MISSISSIPPI, A MUTUAL INSURANCE COMPANY$3.3M8212025
502DENTALFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$315K3882025
Welfare plans
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