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Sponsor portfolio

YES MANAGEMENT, LLC

EIN 26-1286379-Latest filing 2025
Plans
2
Retirement
1
$33.6M assets
Welfare
1
$1.5M premiums
Participants
2,717
5050 S. SYRACUSE ST., STE 1200 - DENVER, CO 80237303-483-7301
Plans on this EIN
2 filings
#001401k-$33.6M - 1,455 part#501Mixed-$1.5M - 2,384 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$952K
  • Life$932K
  • Short-term disability$932K
  • Long-term disability$932K
  • Dental$565K
  • Vision$565K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA61%
  • AETNA LIFE INSURANCE COMPANY37%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • LOCKTON COMPANIES, LLC65%
  • VOLUNTARY SOLUTIONS INC30%
  • NATIONAL ENROLLMENT PARTNERS LLC5%
Total $38K3 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

YES MANAGEMENT, LLC 401K PLAN

401k

Assets$33.6M
Participants1,455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YES MANAGEMENT, LLC FLEXIBLE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives2,384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YES MANAGEMENT, LLC 401K PLAN401k$33.6M1,4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YES MANAGEMENT, LLC FLEXIBLE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.5M2,3842025
Retirement plans
Welfare plans
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