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Sponsor portfolio

CHESS.COM, LLC

EIN 20-3087264-Information-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$2.2M premiums
Participants
322
877 E 1200 S 970397 - OREM, UT 84097801-636-5844
Plans on this EIN
2 filings
#001401k-$8.0M - 178 part#501Fully Insured-$2.2M - 144 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$39K
  • Vision$39K
  • Life$39K
  • Short-term disability$39K
  • Long-term disability$39K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • EDGEWOOD PARTNERS INSURANCE CENTER96%
  • MARSH & MCLENNAN AGENCY LLC4%
Total $89K2 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

CHESS.COM, LLC 401(K) PLAN

401k

Assets$8.0M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHESS.COM HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHESS.COM, LLC 401(K) PLAN401k$8.0M1782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHESS.COM HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M1442025
Retirement plans
Welfare plans
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