PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE SURGICAL CLINIC, P.L.L.C.

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 62-1699673

THE SURGICAL CLINIC, P.L.L.C.

410 42ND AVENUE N, SUITE 400 · NASHVILLE, TN 37209
6153466200
Plans filed
1
Years active
2015–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$1.5M
No prior year
Persons covered
356
No prior year
Total participants
187
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.5M
SURGICAL CLINIC WELFARE BENEFIT PLAN
Fully insured356 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$870K26.0%
Stop-loss$870K26.0%
Life$485K14.5%
Short-term disability$485K14.5%
Long-term disability$485K14.5%
Dental$127K3.8%
Vision$29K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
HSL
$870K57.6%11176
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTD
$485K32.1%11307
DELTA DENTAL OF CALIFORNIA
EIN 620812197
D
$127K8.4%11356
HUMANA INSURANCE COMPANY
EIN 391263473
V
$29K1.9%11138

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PRUDENT STREET FINANCIAL ADVISORSBRENTWOOD, TNDELTA DENTAL OF TENNESSEE, HUMANA, PRINCIPAL LIFE INSURANCE COMPANY$88K$0$88K100.0%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