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Sponsor portfolioWelfare / HealthEIN 27-4396698
STERN CARDIOVASCULAR FOUNDATION
8060 WOLF RIVER BOULEVARD · GERMANTOWN, TN 38138
9012711000
- Plans filed
- 2
- Years active
- 2015–2025
- Industry
- NAICS 62
- Latest filing
- 2025
Total premiums (latest)
$681K
No prior year
Persons covered
638
No prior year
Total participants
567
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $650K | 33.1% | |
| Other | $650K | 33.1% | |
| Long-term disability | $599K | 30.6% | |
| Dental | $31K | 1.6% | |
| Vision | $31K | 1.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LLTDOth | $599K | 88.0% | 1 | 1 | 434 |
EIN 381082080 | LOth | $51K | 7.4% | 1 | 1 | 219 |
EIN 066033492 | DV | $31K | 4.6% | 1 | 1 | 638 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| STRATEGIC FINANCIAL PARTNERS | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | $5K | $18K | 39.1% | 1 |
| USI INSURANCE SERVICES LLC | FRANKLIN, TN | AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $12K | $3K | $15K | 32.2% | 1 |
| FREDERICK C SCHAEFFER | MEMPHIS, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA | $13K | $0 | $13K | 28.3% | 1 |
| MGIS | SALT LAKE CITY, UT | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $171 | $171 | 0.4% | 1 |
History & trajectory
11 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