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Sponsor portfolio

MANAGED SOLUTION, LLC

EIN 20-1301269-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$933K premiums
Participants
243
2150 W WASHINGTON ST SUITE 402 - SAN DIEGO, CA 92110858-429-3000managedsolution.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$6.7M - 141 part#501Fully Insured-$933K - 171 lives

Benefits portfolio analytics

1 plan / $933K premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$813K
  • Prescription drug$813K
  • Dental$80K
  • Vision$80K
  • Life$18K
  • Other$18K
  • +2 more
Total $933K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • ANTHEM LIFE INSURANCE COMPANY9%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $933K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • ALLIANT INSURANCE SERVICES, INC.89%
  • ASSUREDPARTNERS7%
  • ROGERS BENEFIT GROUP INC4%
  • FMLA SOURCE INC1%
Total $73K4 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

MANAGED SOLUTION, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$6.7M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MANAGED SOLUTION LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$933K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MANAGED SOLUTION, LLC 401(K) PROFIT SHARING PLAN401k$6.7M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MANAGED SOLUTION LLC HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$933K1712025
Retirement plans
Welfare plans
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