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Sponsor portfolioWelfare / HealthEIN 58-1635081
THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC.
3495 PIEDMONT ROAD NE · ATLANTA, GA 30305
4045045678
- Plans filed
- 3
- Years active
- 2015–2024
- Industry
- NAICS 62
- Latest filing
- 2024
Total premiums (latest)
$5.3M
No prior year
Persons covered
5,073
No prior year
Total participants
1,096
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #551$4.9M
SOUTHEAST PERMANENTE MEDICAL GROUP WELFARE BENEFIT PLAN
Mixed1,210 covered·2 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #560$435K
THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN
Mixed3,863 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.
Plan #501$0
THE SOUTHEAST PERMANENTE MEDICAL GROUP, INC. SUPPLEMENTAL BEHAVIORAL HEALTH PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $4.9M | 24.9% | |
| Other | $4.8M | 24.5% | |
| Life | $4.7M | 24.3% | |
| Short-term disability | $4.7M | 24.3% | |
| Health | $399K | 2.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 010278678 | LSTDLTDOth | $4.9M | 91.8% | 1 | 2 | 1,210 |
EIN 581592076 | H | $399K | 7.5% | 1 | 1 | 3,863 |
EIN 581924071 | Oth | $36K | 0.7% | 1 | 1 | 1,310 |
EIN 135581829 | Oth | $408 | 0.0% | 1 | 1 | 1,195 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE PARTNERS GROUP | PORTLAND, OR | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA | $491K | $0 | $491K | 89.6% | 1 |
| DIGITAL INSURANCE LLC | ATLANTA, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $28K | $7K | $35K | 6.3% | 1 |
| DANIEL J WISTED | ALPHARETTA, GA | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $15K | $7K | $22K | 4.1% | 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