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Sponsor portfolioWelfare / HealthEIN 61-1771290

BALLAD HEALTH

311 PRINCETON RD · JOHNSON CITY, TN 376012080
4234314748
Plans filed
1
Years active
2019–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$17.3M
No prior year
Persons covered
17,587
No prior year
Total participants
11,223
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$17.3M
BALLAD HEALTH BENEFIT PLAN
Mixed17,587 covered·6 carriers
Primary: DELTA DENTAL OF TENNESSEE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$5.6M26.1%
Dental$5.4M25.2%
Life$4.4M20.4%
Short-term disability$3.5M16.3%
Vision$1.3M6.0%
Long-term disability$1.3M6.0%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$9.0M52.2%1311,177
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$5.4M31.4%1117,587
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
LOth
$1.3M7.8%133,559
VISION SERVICE PLAN
EIN 061227840
V
$1.3M7.5%117,824
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$191K1.1%111,720

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PALINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM-PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, DELTA DENTAL OF TENNESSEE, UNUM INSURANCE COMPANY, ARAG INSURANCE COMPANY$904K$165K$1.1M99.6%1
BLOCK, CHARLES, DWILMINGTON, NCUNUM-PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K0.1%1
VAN EPPS, JAMES, HROSWELL, GAUNUM-PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$1K$0$1K0.1%1
USI INSURANCE SERVICES LLCDALLAS, TXUNUM-PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$581$0$5810.1%1
SMITH, THOMAS, CHRISTOPHERNASHVILLE, TNUNUM-PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$405$0$4050.0%1

History & trajectory

7 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
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