PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HEALTH CONNECT AMERICA

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-3858944

HEALTH CONNECT AMERICA

215 CENTERVIEW DRIVE · BRENTWOOD, TN 37027
6155676726
Plans filed
1
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
2,988
No prior year
Total participants
1,172
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
HEALTH CONNECT AMERICA, INC. SALARY REDUCTION PLAN
Mixed2,988 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$507K20.1%
Short-term disability$507K20.1%
Long-term disability$507K20.1%
Other$507K20.1%
Dental$415K16.4%
Vision$80K3.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$507K50.6%111,172
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$415K41.4%111,080
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$80K8.0%112,988

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CBIZ BENEFITS & INSURANCE SERVICESSAN JOSE, CATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE$110K$0$110K64.2%1
LOCKTON COMPANIES, LLCATLANTA, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE$61K$428$61K35.8%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica