PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BROADPATH, LLC
Sponsor portfolio

BROADPATH, LLC

EIN 26-3271894-outsourcing/offshoring-Latest filing 2024
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$1.3M premiums
Participants
1,941
6400 EAST GRANT ROAD, SUITE 350 - TUCSON, AZ 85715520-732-2804broad-path.comLinkedIn1001-5000 employeesoutsourcing/offshoring
Plans on this EIN
2 filings
#001401k-$2.0M - 745 part#501Fully Insured-$1.3M - 1,196 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.2M
  • Dental$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • CURALINC HEALTHCARE1%
  • EYEMED VISION CARE0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • BROWN & BROWN INSURANCE SERVICES77%
  • WINSTON FINANCIAL SERVICES23%
Total $95K2 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

BROADPATH, LLC 401(K) PLAN

401k

Assets$2.0M
Participants745
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROADPATH LLC HEALTH & WELFARE PLANS

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROADPATH, LLC 401(K) PLAN401k$2.0M7452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROADPATH LLC HEALTH & WELFARE PLANSFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1,1962024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica