Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$20.7M
Filings through .
Top hat
Point B, Inc.
EIN 26-3473011management consultingLatest filing 2025
Plans
3
Retirement
2
$173.8M assets
Health & Benefits
1
$1.0M premiums
Participants
2,115
1420 5TH AVENUE SUITE 2200 - SEATTLE, WA 98101206-517-7723pointb.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $173.8M assets / 1,664 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 886 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN
401(k)
Assets$153.1M
Participants828
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
POINT B, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$20.7M
Participants836
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GROUP HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives886
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | POINT B, INC.& AFFILIATED EMPLOYERS 401(K) PLAN | 401(k) | $153.1M | 828 | 2025 |
| #002 | POINT B, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $20.7M | 836 | 2025 |
- #001 · 401(k) · 2025828
- #002 · ESOP · 2025836
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GROUP HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.0M | 886 | 2025 |
- #501 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025886
Retirement plans
Health & Benefits plans