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Sponsor portfolio

SURESCRIPTS, LLC

EIN 26-2702887-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$179.1M assets
Welfare
1
$816K premiums
Participants
1,513
2550 SOUTH CLARK STREET - ARLINGTON, VA 22202703-921-5357surescripts.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$179.1M - 877 part#501Mixed-$816K - 666 lives

Benefits portfolio analytics

1 plan / $816K premiums / 666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$687K
  • Life$490K
  • Long-term disability$490K
  • Vision$128K
Total $816K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA60%
  • RELIASTAR LIFE INSURANCE COMPANY18%
  • VISION SERVICE PLAN16%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
  • INOVA EMPLOYEE ASSISTANCE2%
Total $816K5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • THE SEGAL COMPANY93%
  • STEVEN BAKER7%
  • CHRISTENSEN GROUP INC0%
  • JOSEPH HUTH0%
  • USI INSURANCE SERVICES LLC0%
Total $102K5 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

SURESCRIPTS, LLC 401(K) PLAN

401k

Assets$179.1M
Participants877
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURESCRIPTS LLC GROUP INSURANCE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$816K
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURESCRIPTS, LLC 401(K) PLAN401k$179.1M8772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURESCRIPTS LLC GROUP INSURANCE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$816K6662025
Retirement plans
Welfare plans
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