Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.1M
- Prescription drug$10.1M
- Other$920K
- Life$744K
- Short-term disability$744K
- Long-term disability$744K
- +2 more
Sponsor portfolio
SOLEO HEALTH HOLDINGS
EIN 11-2962027health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$11.5M premiums
Participants
2,016
2801 NETWORK BOULEVARD, SUITE 505 - FRISCO, TX 75034610-586-2311LinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.5M premiums / 1,264 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- SYMETRA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA4%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN
401k
Assets$42.0M
Participants1,170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOLEO HEALTH GROUP WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$11.5M
Covered lives1,264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOLEO HEALTH HOLDINGS, INC. 401(K) PLAN | 401k | $42.0M | 1,170 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOLEO HEALTH GROUP WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11.5M | 1,264 | 2025 |
Retirement plans
Welfare plans