Plan Ledger DOL Form 5500 · updated monthly

Southern Health Partners, Inc.benefits

Southern Health Partners, Inc. Health and Welfare Plan · CHATTANOOGA, TN · plan year 2024

Broker compensation reported · 2024
$195,964

Southern Health Partners, Inc.'s benefits plans covered 695 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $3,347,843. Insurance brokers and agents were paid $195,964 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 5.9% of premiums. That is $282 per covered person, above the median for employer plans that report broker pay. Broker pay fell 18% from $239,667 in 2023.

Insurance contracts · 20242
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · health dental vision$3.3M · 335 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 695 covered
Brokers & agents paid · 20243
JOSHUA SMITH$123,775
ASSUREDPARTNERS NL LLC$64,378 · incl $12,304 fees
GROUP INSURANCE SERVICES$7,811
Also brokered by Joshua Smith1

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 631130536 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.