PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. STERN CARDIOVASCULAR FOUNDATION

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 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
Plan #502$681K
STERN CARDIOVASCULAR FOUNDATION, INC. EMPLOYEE HEALTH AND WELFARE PLAN
Mixed638 covered·3 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #501$0
STERN CARDIOVASCULAR FOUNDATION SECTION 125 FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$650K33.1%
Other$650K33.1%
Long-term disability$599K30.6%
Dental$31K1.6%
Vision$31K1.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$599K88.0%11434
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LOth
$51K7.4%11219
AETNA LIFE INSURANCE COMPANY
EIN 066033492
DV
$31K4.6%11638

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STRATEGIC FINANCIAL PARTNERSMEMPHIS, TNUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$13K$5K$18K39.1%1
USI INSURANCE SERVICES LLCFRANKLIN, TNAETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$12K$3K$15K32.2%1
FREDERICK C SCHAEFFERMEMPHIS, TNUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$13K$0$13K28.3%1
MGISSALT LAKE CITY, UTSUN LIFE ASSURANCE COMPANY OF CANADA$0$171$1710.4%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
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