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Sponsor portfolio

THRIVE COUNSELING LLC

EIN 26-3447487-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$41.1M assets
Welfare
1
$10.8M premiums
Participants
5,798
1000 JEFFERSON STREET, SUITE 2C - LYNCHBURG, VA 24504617-454-4960
Plans on this EIN
2 filings
#001401k-$41.1M - 4,262 part#501Fully Insured-$10.8M - 2,851 lives

Benefits portfolio analytics

1 plan / $10.8M premiums / 2,851 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.7M
  • Health$10.0M
  • Dental$10.0M
  • Vision$10.0M
  • Prescription drug$10.0M
  • Life$712K
  • +2 more
Total $10.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • HARTFORD LIFE AND ACCIDENT6%
  • ALLSTATE1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $10.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MERCER HEALTH AND BENEFITS, LLC85%
  • HUB INTERNATIONAL MIDWEST LIMITED14%
  • ACCRETIVE ENROLLMENT SERVICES LLC0%
  • THE CASON GROUP INC0%
Total $373K4 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

THRIVEWORKS 401(K) PLAN

401k

Assets$41.1M
Participants4,262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THRIVEWORKS WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$10.8M
Covered lives2,851
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THRIVEWORKS 401(K) PLAN401k$41.1M4,2622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THRIVEWORKS WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$10.8M2,8512024
Retirement plans
Welfare plans
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