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Sponsor portfolio

SITEIMPROVE, INC.

EIN 20-3425009-computer software-Latest filing 2024
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$3.0M premiums
Participants
499
5600 WEST 83RD ST, SUITE 400 - BLOOMINGTON, MN 554371065612-545-5662siteimprove.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$17.8M - 310 part#501Mixed-$3.0M - 315 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$135K
  • Life$121K
  • Long-term disability$121K
  • Other$121K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $122K2 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

SITEIMPROVE, INC. 401(K) PLAN

401k

Assets$17.8M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SITEIMPROVE, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS

Premiums$3.0M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SITEIMPROVE, INC. 401(K) PLAN401k$17.8M3102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SITEIMPROVE, INC. EMPLOYEE WELFARE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF MINNESOTA AND BLUE PLUS$3.0M3152024
Retirement plans
Welfare plans
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