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Sponsor portfolio

Y-PRIME, LLC

EIN 20-5742651-Latest filing 2025
Plans
2
Retirement
1
$32.2M assets
Welfare
1
$984K premiums
Participants
678
9 GREAT VALLEY PKWY. - MALVERN, PA 19355267-620-2000
Plans on this EIN
2 filings
#001401k-$32.2M - 415 part#501Mixed-$984K - 241 lives

Benefits portfolio analytics

1 plan / $984K premiums / 241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$618K
  • Dental$366K
  • Vision$366K
  • Life$366K
  • Short-term disability$366K
  • Long-term disability$366K
  • +1 more
Total $984K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED STATES FIRE INSURANCE COMPANY63%
  • SUN LIFE ASSURANCE COMPANY OF CANADA37%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $984K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

Y-PRIME LLC 401(K) PROFIT SHARING PLAN

401k

Assets$32.2M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YPRIME EMPLOYEE BENEFIT PLAN

Mixed - CRUM & FORSTER

Premiums$984K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001Y-PRIME LLC 401(K) PROFIT SHARING PLAN401k$32.2M4152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YPRIME EMPLOYEE BENEFIT PLANMixedCRUM & FORSTER$984K2412025
Retirement plans
Welfare plans
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