Plan Ledger DOL Form 5500 · updated monthly

Heritage Medical Associates, P.C.benefits

Heritage Medical Associates, P.C. Employee Benefits Plan · NASHVILLE, TN · plan year 2025

Broker compensation reported · 2025
$166,799

Heritage Medical Associates, P.C.'s benefits plans covered 873 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $456,151. Insurance brokers and agents were paid $166,799 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 36.6% of premiums. That is $191 per covered person, above the median for employer plans that report broker pay. Broker pay rose 23% from $135,989 in 2024.

Insurance contracts · 20258
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · dental vision$456K · 1,387 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 341 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · healthpremiums n/a · 84 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · lifepremiums n/a · 1,053 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · stdpremiums n/a · 469 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · ltdpremiums n/a · 663 covered
LIFE INSURANCE COMPANY OF NORTH AMERICApremiums n/a · 860 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY · healthpremiums n/a · 192 covered
Brokers & agents paid · 20252
DIGITAL INSURANCE INC$161,799 · incl $13,530 fees
HERITAGE MEDICAL ASSOCIATES, PC$5,000 · incl $5,000 fees
Also brokered by Digital Insurance Inc5
Net at Work, LLC NY$166,919

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 621483206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.