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Sponsor portfolio

SPOK HOLDINGS, INC

EIN 16-1694797-Latest filing 2025
Plans
3
Retirement
1
$129.5M assets
Welfare
2
$608K premiums
Participants
1,682
3000 TECHNOLOGY DRIVE, SUITE 400 - PLANO, TX 75074703-269-6740
Plans on this EIN
3 filings
#001401k-$129.5M - 834 part#501Mixed-$608K - 425 lives#506Self Funded-0 lives

Benefits portfolio analytics

2 plans / $608K premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$568K
  • Life$563K
  • Short-term disability$563K
  • Long-term disability$563K
  • Health$40K
Total $608K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA93%
  • VISION SERVICE PLAN7%
  • ACE AMERICAN INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $608K4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • WILLIS TOWERS WATSON US LLC62%
  • MARSH & MCLENNAN AGENCY LLC38%
  • NFP INSURANCE SERVICES INC0%
Total $62K3 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

SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN

401k

Assets$129.5M
Participants834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPOK, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$608K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

SPOK, INC. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPOK HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN401k$129.5M8342024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPOK, INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$608K4252025
506SPOK, INC. SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
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