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Sponsor portfolioWelfare / HealthEIN 88-3616696

ERLANGER HEALTH

975 EAST THIRD STREET · CHATTANOOGA, TN 37403
4237787421
Plans filed
1
Years active
2023–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$6.9M
No prior year
Persons covered
8,842
No prior year
Total participants
5,821
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$6.9M
ERLANGER HEALTH WELFARE BENEFIT PLAN
Mixed8,842 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$5.5M27.4%
Life$5.2M26.1%
Short-term disability$4.4M21.9%
Long-term disability$4.4M21.9%
Vision$535K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$5.5M79.7%127,528
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
VL
$1.1M16.0%128,842
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LOth
$295K4.3%12908

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCMETROPOLITAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM LIFE INSURANCE COMPANY OF AMERICA$659K$69K$728K79.9%1
MARSH & MCLENNAN AGENCY LLCCHARLOTTE, NCMETROPOLITAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$177K$4K$181K19.9%1
BARNETT BENEFITS LLCMEMPHIS, TNUNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$2K$0$2K0.2%1
HODGES-MACE BENEFITS GRP INCATLANTA, GAUNUM LIFE INSURANCE COMPANY OF AMERICA$184$0$1840.0%1
RICHARD W SPENCER CLU & ASSOCIATESCHATTANOOGA, TNPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$6$1$70.0%1

History & trajectory

3 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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