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Sponsor portfolio

PLUS ONE HOLDINGS, INC.

EIN 13-3613705-Latest filing 2025
Plans
2
Retirement
1
$33.7M assets
Welfare
1
$527K premiums
Participants
2,624
BOX 412810 - BOSTON, MA 02241212-791-2300
Plans on this EIN
2 filings
#001401k-$33.7M - 2,175 part#501Mixed-$527K - 722 lives

Benefits portfolio analytics

1 plan / $527K premiums / 722 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$324K
  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
  • Vision$40K
  • Other$23K
Total $527K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $527K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $2K1 slice

Plan deep-dives

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

PLUS ONE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$33.7M
Participants2,175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLUS ONE HOLDINGS INC. WELFARE AND FLEXIBLE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$527K
Covered lives722
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLUS ONE HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401k$33.7M2,1752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLUS ONE HOLDINGS INC. WELFARE AND FLEXIBLE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$527K7222025
Retirement plans
Welfare plans
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