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Sponsor portfolio

MARRICK MEDICAL FINANCE, LLC

EIN 20-8059557-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$1.3M premiums
Participants
344
4950 SOUTH YOSEMITE STREET F2 #514 - GREENWOOD VILLAGE, CO 80111303-221-9399
Plans on this EIN
2 filings
#001401k-$5.2M - 158 part#501Fully Insured-$1.3M - 171 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$61K
  • Vision$61K
  • Other$31K
  • Life$24K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • ROGERS BENEFIT GROUP INC1%
  • PATRIOT GROWTH INSURANCE SERVICES0%
Total $54K3 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

PREPARING 4 TOMORROW 401(K) PLAN

401k

Assets$5.2M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARRICK MEDICAL FINANCE, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREPARING 4 TOMORROW 401(K) PLAN401k$5.2M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARRICK MEDICAL FINANCE, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1712025
Retirement plans
Welfare plans
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