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Sponsor portfolio

FAMILY ALLERGY MSO, LLC

EIN 82-4503357-medical practice-Latest filing 2025
Plans
2
Retirement
1
$37.2M assets
Welfare
1
$1.1M premiums
Participants
1,177
9800 SHELBYVILLE RD, SUITE 200 - LOUISVILLE, KY 40223502-429-8585familyallergy.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$37.2M - 588 part#501Mixed-$1.1M - 703 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$450K
  • Life$442K
  • Short-term disability$442K
  • Long-term disability$442K
  • Other$442K
  • Dental$207K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • NATIONWIDE LIFE INSURANCE COMPANY39%
  • HARTFORD LIFE AND ACCIDENT39%
  • DELTA DENTAL OF CALIFORNIA22%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • FOUNDATION RISK PARTNERS CORP91%
  • FRP-XL BENEFIT INSURANCE SERVICES9%
Total $244K2 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

FAMILY ALLERGY & ASTHMA SAFE HARBOR 401(K) PLAN

401k

Assets$37.2M
Participants588
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY ALLERGY MSO, LLC EMPLOYEE BENEFITS PLAN

Mixed - NATIONWIDE

Premiums$1.1M
Covered lives703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY ALLERGY & ASTHMA SAFE HARBOR 401(K) PLAN401k$37.2M5882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY ALLERGY MSO, LLC EMPLOYEE BENEFITS PLANMixedNATIONWIDE$1.1M7032025
Retirement plans
Welfare plans
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