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Sponsor portfolio

BAMBOO HR, LLC

EIN 26-3008157-Latest filing 2025
Plans
2
Retirement
1
$93.2M assets
Welfare
1
$1.9M premiums
Participants
3,494
42 FUTURE WAY - DRAPER, UT 84020801-724-6600
Plans on this EIN
2 filings
#001401k-$93.2M - 1,920 part#501Fully Insured-$1.9M - 1,574 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,574 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$1.4M
  • Life$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Vision$226K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY68%
  • AFLAC12%
  • VISION SERVICE PLAN12%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GBS BENEFITS INC85%
  • EMPLOYEE CHOICE SOLUTIONS12%
  • GALLAGHER BENEFIT SERVICES, INC.1%
  • LEAVITT GROUP1%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • +1 more
Total $321K6 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

BAMBOO HR LLC 401(K) PLAN

401k

Assets$93.2M
Participants1,920
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAMBOO HR, LLC HEALTH AND WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAMBOO HR LLC 401(K) PLAN401k$93.2M1,9202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAMBOO HR, LLC HEALTH AND WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$1.9M1,5742025
Retirement plans
Welfare plans
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