Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$276K
- Other$144K
- Life$139K
- Long-term disability$139K
- Vision$27K
Sponsor portfolio
BENTALLGREENOAK
EIN 20-5300937Latest filing 2025
Plans
2
Retirement
1
$58.8M assets
Welfare
1
$5.0M premiums
Participants
582
1201 THIRD AVENUE, SUITE 3000 - SEATTLE, WA 98101206-623-4739
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 425 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- DELTA DENTAL OF CALIFORNIA5%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN1%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN
401k
Assets$58.8M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BENTALLGREENOAK EMPLOYEE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.0M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BENTALLGREENOAK (U.S.), LP 401(K) RETIREMENT PLAN | 401k | $58.8M | 357 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BENTALLGREENOAK EMPLOYEE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $5.0M | 425 | 2025 |
Retirement plans
Welfare plans