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Sponsor portfolio

MEMORYBLUE, LLC

EIN 04-3632311-management consulting-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$544K premiums
Participants
374
7925 JONES BRANCH DRIVE, SUITE 4100 - TYSON, VA 22102703-685-2681memoryblue.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$4.5M - 241 part#501Fully Insured-$544K - 133 lives

Benefits portfolio analytics

1 plan / $544K premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$524K
  • Dental$524K
  • Vision$524K
  • Life$20K
  • Short-term disability$20K
  • Other$20K
Total $544K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITED HEALTHCARE INSURANCE COMPANY96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $544K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • AON CONSULTING INC93%
  • GREG W WOOLLEY4%
  • MULLANEY ENTERPRISES LLC2%
  • MARKS BENEFIT MANAGEMENT LLC1%
  • EMLYN MARSTELLER IV0%
  • +2 more
Total $63K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEMORYBLUE RETIREMENT TRUST

401k

Assets$4.5M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEMORYBLUE WELFARE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$544K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEMORYBLUE RETIREMENT TRUST401k$4.5M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEMORYBLUE WELFARE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$544K1332025
Retirement plans
Welfare plans
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