Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$314K
- Short-term disability$314K
- Long-term disability$314K
- Other$314K
- Vision$73K
Sponsor portfolio
MERIDIAN EXECUTIVE SERVICES, LLC
EIN 20-5946937Latest filing 2025
Plans
2
Retirement
1
$18.9M assets
Welfare
1
$387K premiums
Participants
3,725
1443 WEST 800 NORTH, SUITE 103 - OREM, UT 84057801-655-4950
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $387K premiums / 1,541 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA81%
- VISION SERVICE PLAN19%
Broker market share
Schedule A broker compensation
75%top
- MORETON & COMPANY75%
- PROFESSIONAL GROUP PLANS INC25%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MERIDIAN 401(K) PLAN
401k
Assets$18.9M
Participants2,184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MERIDIAN EXECUTIVE SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$387K
Covered lives1,541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MERIDIAN 401(K) PLAN | 401k | $18.9M | 2,184 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MERIDIAN EXECUTIVE SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $387K | 1,541 | 2025 |
Retirement plans
Welfare plans