Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$667K
- Other$373K
- Dental$298K
- Vision$298K
- Life$286K
- Short-term disability$286K
- +1 more
Sponsor portfolio
GROUNDSWELL
EIN 20-0318030information technology and servicesLatest filing 2024
Plans
4
Retirement
1
$35.8M assets
Welfare
3
$1.3M premiums
Participants
1,653
8405 GREENSBORO DRIVE SUITE 600 - MCLEAN, VA 22102703-639-1777gswell.comLinkedIn201-500 employeesinformation technology and services
Benefits portfolio analytics
3 plans / $1.3M premiums / 1,282 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- SYMETRA LIFE INSURANCE COMPANY50%
- METROPOLITAN LIFE INSURANCE COMPANY29%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA21%
Broker market share
Schedule A broker compensation
89%top
- USI INSURANCE SERVICES LLC89%
- INSURANCE MARKETPLACE LLC6%
- ARMFIELD HARRISON & THOMAS5%
- THE BALDWIN GROUP WEST LLC-0%
- BALDWIN KRYSTYN SHERMAN PARTNERS-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GROUNDSWELL 401(K) PLAN
401k
Assets$35.8M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
COLLABRALINK TECHNOLOGIES, INC.
Self Funded - SYMETRA LIFE INSURANCE COMPANY
Premiums$667K
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
COLLABRALINK TECHNOLOGIES HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$386K
Covered lives557
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
COLLABRALINK TECHNOLOGIES, INC. GROUP INSURANCE PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$286K
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GROUNDSWELL 401(K) PLAN | 401k | $35.8M | 585 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | COLLABRALINK TECHNOLOGIES, INC. | Self Funded | SYMETRA LIFE INSURANCE COMPANY | $667K | 314 | 2024 | |
| 501 | COLLABRALINK TECHNOLOGIES HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $386K | 557 | 2024 | |
| 502 | COLLABRALINK TECHNOLOGIES, INC. GROUP INSURANCE PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $286K | 411 | 2024 |
Retirement plans
Welfare plans