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Sponsor portfolio

SYSTEM ONE HOLDINGS, LLC

EIN 26-1614980-Latest filing 2025
Plans
2
Retirement
1
$103.7M assets
Welfare
1
$2.6M premiums
Participants
14,271
210 SIXTH AVE, SUITE 3100 - PITTSBURGH, PA 15222412-995-1900
Plans on this EIN
2 filings
#001401k-$103.7M - 8,926 part#501Fully Insured-$2.6M - 5,733 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 5,733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.3M
  • Other$2.3M
  • Long-term disability$2.2M
  • Short-term disability$1.6M
  • Dental$181K
  • Vision$181K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA29%
  • UNIFIED LIFE INSURANCE COMPANY5%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • ACRISURE LLC42%
  • WORKSITE WHEELHOUSE37%
  • GROUP BENEFITS LTD16%
  • NATIONAL ENROLLMENT PARTNERS LLC4%
  • JAMES R NELLIGAN & ASSOCIATES LLC1%
  • +1 more
Total $441K6 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

SYSTEM ONE HOLDINGS, LLC 401(K) SAVINGS PLAN

401k

Assets$103.7M
Participants8,926
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYSTEM ONE HOLDINGS WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.6M
Covered lives5,733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYSTEM ONE HOLDINGS, LLC 401(K) SAVINGS PLAN401k$103.7M8,9262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYSTEM ONE HOLDINGS WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$2.6M5,7332025
Retirement plans
Welfare plans
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