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Sponsor portfolio

USHV MANAGEMENT, LLC

EIN 87-4006946-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$100.5M assets
Welfare
1
$1.8M premiums
Participants
3,544
341 COOL SPRINGS BLVD, SUITE 305 - FRANKLIN, TN 37067520-838-2128
Plans on this EIN
2 filings
#002401k-$100.5M - 2,151 part#501Mixed-$1.8M - 1,393 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$980K
  • Life$864K
  • Short-term disability$864K
  • Long-term disability$864K
  • Dental$802K
  • Vision$802K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITEDHEALTHCARE INSURANCE COMPANY52%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY48%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • GALLAGHER BENEFIT SERVICES, INC.46%
  • USI INSURANCE SERVICES LLC37%
  • ADP INC17%
Total $261K3 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

USHV EMPLOYEE SAVINGS PLAN

401k

Assets$100.5M
Participants2,151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

USHV MANAGEMENT, LLC WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002USHV EMPLOYEE SAVINGS PLAN401k$100.5M2,1512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501USHV MANAGEMENT, LLC WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.8M1,3932024
Retirement plans
Welfare plans
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