Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$156K
- Vision$156K
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
- Other$156K
Sponsor portfolio
SPECTRUM MONTHLY, LLC
EIN 02-0481512Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$156K premiums
Participants
308
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $156K premiums / 185 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
43%top
- CROSS INSURANCE43%
- CROSS BENEFIT SOLUTIONS37%
- COMBINED SERVICES LLC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPECTRUM MONTHLY 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.2M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
501
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$156K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPECTRUM MONTHLY 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.2M | 171 | 2024 |
Welfare plans1
Retirement plans
Welfare plans