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  2. OUTERBOX, INC.
Sponsor portfolio

OUTERBOX, INC.

EIN 20-1009416-Latest filing 2025
Plans
3
Retirement
1
$1.8M assets
Welfare
2
$619K premiums
Participants
655
175 MONTROSE WEST AVE., 2ND FLOOR - COPLEY, OH 44321234-542-6503
Plans on this EIN
3 filings
#001401k-$1.8M - 283 part#501Self Funded-$401K - 150 lives#502Fully Insured-$218K - 218 lives

Benefits portfolio analytics

2 plans / $619K premiums / 368 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$401K
  • Dental$218K
  • Vision$218K
  • Life$218K
  • Short-term disability$218K
  • Long-term disability$218K
  • +1 more
Total $619K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • HM LIFE INSURANCE COMPANY65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
Total $619K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $28K1 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

OUTERBOX SOLUTIONS, INC. 401(K) PLAN

401k

Assets$1.8M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OUTERBOX, LLC GROUP HEALTH BENEFIT PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$401K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

OUTERBOX, LLC GROUP INSURANCE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$218K
Covered lives218
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OUTERBOX SOLUTIONS, INC. 401(K) PLAN401k$1.8M2832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OUTERBOX, LLC GROUP HEALTH BENEFIT PLANSelf FundedHM LIFE INSURANCE COMPANY$401K1502025
502OUTERBOX, LLC GROUP INSURANCE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$218K2182025
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