PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TWELVESTONE HEALTH PARTNERS, INC.

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 62-1789941

TWELVESTONE HEALTH PARTNERS, INC.

352 WEST NORTHFIELD BOULEVARD · MURFREESBORO, TN 37129
6152783357
Plans filed
2
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$412K
No prior year
Persons covered
265
No prior year
Total participants
265
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$412K
TWELVESTONE HEALTH PARTNERS EMPLOYEE BENEFITS PLAN
Mixed265 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #503$53K
REEVES-SAIN FAMILY OF MEDICAL SERVICES LIFE, AD&D AND DISABILITY INSURANCE PLAN
Fully insured118 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Vision$313K18.8%
Life$313K18.8%
Short-term disability$313K18.8%
Long-term disability$313K18.8%
Other$313K18.8%
Dental$99K5.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
VLSTDLTDOth
$313K76.0%11265
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$99K24.0%11186

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY$45K$4K$49K53.0%1
GALLAGHER BENEFIT SERVICES, INC.ROLLING MEADOWS, ILSUN LIFE ASSURANCE COMPANY OF CANADA, CIGNA HEALTH AND LIFE INSURANCE COMPANY$25K$0$25K26.6%1
THE CASON GROUP INCCOLUMBIA, SCSUN LIFE ASSURANCE COMPANY OF CANADA$19K$0$19K20.5%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
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