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Sponsor portfolio

PROTEGRITY USA

EIN 20-0747698-Latest filing 2025
Plans
2
Retirement
1
$7.9M assets
Welfare
1
$2.3M premiums
Participants
267
1165 E WILMINGTON AVENUE, STE 200 - SALT LAKE CITY, UT 84106510-734-1502
Plans on this EIN
2 filings
#001401k-$7.9M - 157 part#501Fully Insured-$2.3M - 223 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Other$147K
  • Life$139K
  • Long-term disability$139K
  • Dental$115K
  • Vision$24K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • HARTFORD LIFE AND ACCIDENT6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GBS BENEFITS INC97%
  • LEAVITT GROUP3%
Total $127K2 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

PROTEGRITY USA, INC. RETIREMENT PLAN

401k

Assets$7.9M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROTEGRITY USA WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.3M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROTEGRITY USA, INC. RETIREMENT PLAN401k$7.9M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROTEGRITY USA WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.3M2232025
Retirement plans
Welfare plans
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