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Sponsor portfolioWelfare / HealthEIN 62-1483206

HERITAGE MEDICAL ASSOCIATES, P.C.

2325 CRESTMOOR RD. · NASHVILLE, TN 37215
6159532016
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.4M
No prior year
Persons covered
1,387
No prior year
Total participants
877
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.4M
HERITAGE MEDICAL ASSOCIATES, P.C. EMPLOYEE BENEFITS PLAN
Fully insured1,387 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$629K25.0%
Dental$456K18.2%
Vision$456K18.2%
Short-term disability$357K14.2%
Long-term disability$255K10.2%
Life$196K7.8%
Health$164K6.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$822K57.0%141,053
BLUE CROSS OF CALIFORNIA
EIN 620427913
DV
$456K31.6%111,387
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HOth
$112K7.8%12341
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
HOth
$51K3.6%1184

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GALIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$148K$14K$162K97.0%1
HERITAGE MEDICAL ASSOCIATES, PCNASHVILLE, TNCIGNA HEALTH AND LIFE INSURANCE COMPANY$0$5K$5K3.0%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
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