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Sponsor portfolioTH

SBL ENTERPRISES, LLC

EIN 20-2692300-Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$817K premiums
Participants
752
1165 DUBLIN ROAD, SUITE 200 - COLUMBUS, OH 43215614-859-1500
Plans on this EIN
2 filings
#001401k-$2.2M - 648 part#507Fully Insured-$817K - 423 lives

Benefits portfolio analytics

1 plan / $817K premiums / 423 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$718K
  • Vision$718K
  • Health$71K
  • Life$27K
  • Short-term disability$27K
  • Long-term disability$27K
  • +1 more
Total $817K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $817K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • THE WORKSITE GROUP LLC4%
  • WATCHTOWER BENEFITS, LLC2%
  • TABIT ARGANBRIGHT & HAZELBAKER INC.-0%
Total $62K4 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

TAILORED MANAGEMENT 401(K) PLAN

401k

Assets$2.2M
Participants648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

THE EMPLOYEE BENEFIT PLAN OF SBL ENTERPRISES DBA TAILORED MANAGEMENT

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$817K
Covered lives423
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAILORED MANAGEMENT 401(K) PLAN401k$2.2M6482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507THE EMPLOYEE BENEFIT PLAN OF SBL ENTERPRISES DBA TAILORED MANAGEMENTFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$817K4232025
Retirement plans
Welfare plans
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