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Sponsor portfolioTH

BOOMI, LP

EIN 23-3016018-computer software-Latest filing 2025
Plans
2
Retirement
1
$152.8M assets
Welfare
1
$933K premiums
Participants
2,102
1 WEST ELM STREET, SUITE 200 - CONSHOHOCKEN, PA 19428847-894-8421boomi.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$152.8M - 1,199 part#501Mixed-$933K - 872 lives

Benefits portfolio analytics

1 plan / $933K premiums / 872 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$494K
  • Life$346K
  • Long-term disability$201K
  • Vision$146K
  • Health$119K
  • Prescription drug$84K
  • +1 more
Total $933K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA59%
  • VISION SERVICE PLAN16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • +2 more
Total $933K7 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • USI INSURANCE SERVICES LLC59%
  • MARSH & MCLENNAN AGENCY LLC29%
  • NFP INSURANCE SERVICES INC11%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $76K4 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

BOOMI, LP 401(K) PLAN

401k

Assets$152.8M
Participants1,199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOOMI, LP HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$933K
Covered lives872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOOMI, LP 401(K) PLAN401k$152.8M1,1992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOOMI, LP HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$933K8722025
Retirement plans
Welfare plans
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