Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$178K
- Vision$178K
- Life$138K
- Other$138K
- +2 more
Sponsor portfolio
CONCEPT PLUS, LLC
EIN 26-3246931information technology and servicesLatest filing 2025
Plans
5
Retirement
1
$18.3M assets
Welfare
4
$2.4M premiums
Participants
378
12150 MONUMENT DRIVE, SUITE 615 - FAIRFAX, VA 22033703-436-8085conceptplus.comLinkedIn51-200 employeesinformation technology and services
Benefits portfolio analytics
4 plans / $2.4M premiums / 1,054 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- UNITEDHEALTHCARE INSURANCE COMPANY8%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- TRANSAMERICA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
61%top
- AP BENEFIT ADVISORS, LLC61%
- USI INSURANCE SERVICES LLC19%
- EMPLOYEE BENEFITS CORP OF AMERICA17%
- BENEFIT DESIGN GROUP INC2%
- MID ATLANTIC BENEFITS GROUP LLC1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCEPT PLUS, LLC 401(K) PLAN
401k
Assets$18.3M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
CONCEPT PLUS, LLC EMPLOYEE BENEFITS AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CONCEPT PLUS, LLC LIFE AND AD&D PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$24K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CONCEPT PLUS, LLC LTD PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$22K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CONCEPT PLUS, LLC STD PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$21K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCEPT PLUS, LLC 401(K) PLAN | 401k | $18.3M | 257 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CONCEPT PLUS, LLC EMPLOYEE BENEFITS AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.3M | 598 | 2025 | |
| 501 | CONCEPT PLUS, LLC LIFE AND AD&D PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $24K | 152 | 2024 | |
| 503 | CONCEPT PLUS, LLC LTD PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $22K | 152 | 2024 | |
| 502 | CONCEPT PLUS, LLC STD PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $21K | 152 | 2024 |
Retirement plans
Welfare plans