Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
POINT B INC.
EIN 26-3473011management consultingLatest filing 2025
Plans
3
Retirement
2
$184.7M assets
Welfare
1
$1.0M premiums
Participants
2,236
1420 5TH AVENUE, SUITE 2200 - SEATTLE, WA 98101206-517-5000pointb.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $184.7M assets / 1,785 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 886 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$540K
- Life$465K
- Short-term disability$465K
- Long-term disability$465K
- Dental$411K
- Vision$73K
Carrier market share
Premium dollars by Schedule A carrier
45%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
- DELTA DENTAL OF CALIFORNIA40%
- SPRING HEALTH7%
- AMERITAS LIFE INSURANCE CORP.7%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN
401k
Assets$152.2M
Participants938
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POINT B, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$32.5M
Participants847
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives886
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | 401k | $152.2M | 938 | 2024 | |
| 002 | POINT B, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $32.5M | 847 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.0M | 886 | 2025 |
Retirement plans
Welfare plans