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

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 46-1581578

SHEARWATER HEALTH

30 BURTON HILLS BOULEVARD · NASHVILLE, TN 37215
6159219510
Plans filed
6
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$5.4M
No prior year
Persons covered
538
No prior year
Total participants
538
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #507$5.4M
SHEARWATER HEALTH & WELFARE BENEFITS PLAN
Fully insured538 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Plan #501$563K
SHEARWATER HEALTH PLAN
Fully insured480 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Plan #502$563K
SHEARWATER HEALTH DENTAL PLAN
Fully insured480 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Plan #503$563K
SHEARWATER HEALTH VISION PLAN
Fully insured480 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Plan #506$85K
SHEARWATER HEALTH SHORT TERM DISABILITY PLAN
Fully insured155 covered·1 carrier
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #508$19K
SHEARWATER HEALTH ACCIDENT AND CRITICAL ILLNESS PLAN
Mixed391 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.7M35.2%
Prescription drug$4.7M35.2%
Life$694K5.2%
Dental$656K4.9%
Vision$656K4.9%
Short-term disability$656K4.9%
Long-term disability$656K4.9%
Other$656K4.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRx
$4.7M87.2%11466
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$656K12.1%11538
BANKERS FIDELITY LIFE INSURANCE COMPANY
EIN 580658963
L
$37K0.7%11117

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.BRENTWOOD, TNCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BANKERS FIDELITY LIFE INSURANCE COMPANY$71K$208K$278K89.4%1
THE CASON GROUP INCCOLUMBIA, SCTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$33K$0$33K10.6%1

History & trajectory

10 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