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Sponsor portfolio

STRATEGIC HEALTH PARTNERS

EIN 88-3975274-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$41.9M assets
Welfare
1
$314K premiums
Participants
419
1300 RIDENOUR BOULEVARD, SUITE 300 - KENNESAW, GA 30152770-702-1806makanesthesia.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$24.1M - 169 part#002ESOP-$17.8M - 105 part#501Mixed-$314K - 147 lives

Retirement portfolio analytics

2 plans aggregated / $41.9M assets / 274 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PARTNERS, INC. 401(K) (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#002)42%
Total $41.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS, INC. 401(K) (#001)169
  • EMPLOYEE STOCK OWNERSHIP (#002)105
Total 274Click row to drill in

Benefits portfolio analytics

1 plan / $314K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$314K
  • Dental$146K
  • Vision$146K
  • Life$146K
  • Short-term disability$134K
  • Long-term disability$134K
Total $314K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY46%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA43%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Total $314K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • HUB INTERNATIONAL MIDWEST LIMITED55%
  • GIS BENEFITS INC22%
  • STERLING SEACREST PRITCHARD, INC.15%
  • BARDWELL BENEFITS LLC6%
  • RACHEL LYNN BARDWELL1%
  • +1 more
Total $49K6 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

STRATEGIC HEALTH PARTNERS, INC. 401(K) PLAN

401k

Assets$24.1M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STRATEGIC HEALTH PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.8M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRATEGIC HEALTH PARTNERS WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$314K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIC HEALTH PARTNERS, INC. 401(K) PLAN401k$24.1M1692024
002STRATEGIC HEALTH PARTNERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.8M1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRATEGIC HEALTH PARTNERS WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$314K1472025
Retirement plans
Welfare plans
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