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Sponsor portfolio

FIRSTHAND HEALTH INC

EIN 87-2609282-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$2.0M premiums
Participants
537
235 CUMBERLAND BEND, SUITE 100 - NASHVILLE, TN 37228844-378-4263
Plans on this EIN
2 filings
#001401k-$5.0M - 383 part#501Fully Insured-$2.0M - 362 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 362 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$244K
  • Vision$244K
  • Life$244K
  • Short-term disability$244K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • WORLD INSURANCE ASSOCIATES LLC92%
  • FNA INSURANCE SERVICES INC8%
Total $96K2 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

FIRSTHAND HEALTH 401(K) PLAN

401k

Assets$5.0M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIRSTHAND HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRSTHAND HEALTH 401(K) PLAN401k$5.0M3832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIRSTHAND HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M3622025
Retirement plans
Welfare plans
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