Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$104K
- Other$49K
- Life$43K
- Short-term disability$43K
- Long-term disability$43K
- Vision$15K
Sponsor portfolio
COMPLETE MERCHANT SOLUTIONS, LLC
EIN 26-2594461Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$168K premiums
Participants
293
727 N. 1550 E. 3RD FLOOR - OREM, UT 84097801-623-4000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $168K premiums / 133 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- DENTIST DIRECT, LLC62%
- LIFE INSURANCE COMPANY OF NORTH AMERICA25%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- BLOMQUIST HALE CONSULTING4%
Broker market share
Schedule A broker compensation
82%top
- MORETON & COMPANY82%
- PROFESSIONAL GROUP PLANS INC16%
- UNKNOWN2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMPLETE MERCHANT SOLUTIONS 401(K) RETIREMENT PLAN
401k
Assets$10.0M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMPLETE MERCHANT SOLUITONS HEALTH AND WELFARE PLAN
Mixed - DENTIST DIRECT, LLC
Premiums$168K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPLETE MERCHANT SOLUTIONS 401(K) RETIREMENT PLAN | 401k | $10.0M | 187 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMPLETE MERCHANT SOLUITONS HEALTH AND WELFARE PLAN | Mixed | DENTIST DIRECT, LLC | $168K | 133 | 2024 |
Retirement plans
Welfare plans