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Sponsor portfolio

PHYSICIAN DIRECTED PARTNERS

EIN 87-1723023-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.3M premiums
Participants
419
3301 ASPEN GROVE DRIVE, SUITE 201 - FRANKLIN, TN 37067615-573-5557LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$4.3M - 227 part#501Fully Insured-$1.3M - 205 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
  • Other$89K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA6%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • ANDREW VETOR40%
  • AUSTIN JETT27%
  • MJ INSURANCE27%
  • THE BALDWIN GROUP WEST LLC4%
  • BALDWIN KRYSTYN SHERMAN PARTNERS3%
Total $83K5 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

PHYSICIAN DIRECTED PARTNERS, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.3M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHYSICIAN DIRECTED PARTNERS - WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.3M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHYSICIAN DIRECTED PARTNERS, INC. 401(K) RETIREMENT PLAN401k$4.3M2272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHYSICIAN DIRECTED PARTNERS - WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.3M2052025
Retirement plans
Welfare plans
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