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Sponsor portfolioTH

PACKSIZE LLC

EIN 26-1241626-packaging and containers-Latest filing 2025
Plans
2
Retirement
1
$37.6M assets
Welfare
1
$1.1M premiums
Participants
1,460
3760 SMART PACK WAY - SALT LAKE CITY, UT 84104819-944-4814packsize.comLinkedIn501-1000 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$37.6M - 747 part#501Fully Insured-$1.1M - 1,401 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,401 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$490K
  • Other$439K
  • Life$380K
  • Short-term disability$380K
  • Long-term disability$380K
  • Vision$143K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • DELTA DENTAL OF CALIFORNIA46%
  • RELIASTAR LIFE INSURANCE COMPANY35%
  • VISION SERVICE PLAN13%
  • AFLAC3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • T2B SOLUTIONS INC.3%
  • EMPLOYEE NAVIGATOR, LLC0%
  • TYLER KOHLER0%
Total $85K4 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

PACKSIZE 401(K) PLAN

401k

Assets$37.6M
Participants747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACKSIZE HEALTH AND WELFARE PLAN

Fully Insured - DELTA DENTAL INSURANCE COMPANY

Premiums$1.1M
Covered lives1,401
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACKSIZE 401(K) PLAN401k$37.6M7472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACKSIZE HEALTH AND WELFARE PLANFully InsuredDELTA DENTAL INSURANCE COMPANY$1.1M1,4012025
Retirement plans
Welfare plans
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