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Sponsor portfolio

UNLOCK HEALTH INC.

EIN 83-1781503-management consulting-Latest filing 2024
Plans
3
Retirement
1
$21.2M assets
Welfare
2
$2.9M premiums
Participants
992
209 10TH AVENUE SOUTH, SUITE 530 - NASHVILLE, TN 37203615-249-8174unlockhealthnow.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#002401k-$21.2M - 427 part#501Fully Insured-$2.5M - 304 lives#502Fully Insured-$398K - 309 lives

Benefits portfolio analytics

2 plans / $2.9M premiums / 613 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$398K
  • Vision$398K
  • Life$398K
  • Short-term disability$398K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • MERCER HEALTH AND BENEFITS, LLC76%
  • JAS D COLLIER & CO24%
Total $164K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNLOCK HEALTH 401(K) PLAN

401k

Assets$21.2M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNLOCK HEALTH MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives304
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

UNLOCK HEALTH ANCILLARY BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$398K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNLOCK HEALTH 401(K) PLAN401k$21.2M4272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNLOCK HEALTH MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M3042024
502UNLOCK HEALTH ANCILLARY BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$398K3092024
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