Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Dental$2.6M
- Vision$2.6M
- Other$99K
- Life$37K
- Short-term disability$37K
- +1 more
Sponsor portfolio
CITADEL FEDERAL SOLUTIONS, LLC
EIN 26-3881716staffing and recruitingLatest filing 2025
Plans
2
Retirement
1
$594K assets
Welfare
1
$2.7M premiums
Participants
1,282
PO BOX 424 - LEXINGTON, MO 64067660-259-3207balancepointfed.comLinkedIn1-10 employeesstaffing and recruiting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 630 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
96%top
- TRIBRIDGE PARTNERS LLC96%
- EMPLOYEE BENEFIT SUBJECT MATTER EXP3%
- THE BALDWIN GROUP WEST LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CITADEL FEDERAL SOLUTIONS 401(K) RETIREMENT PLAN
401k
Assets$594K
Participants652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CITADEL FEDERAL SOLUTIONS LLC WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CITADEL FEDERAL SOLUTIONS 401(K) RETIREMENT PLAN | 401k | $594K | 652 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CITADEL FEDERAL SOLUTIONS LLC WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.7M | 630 | 2025 |
Retirement plans
Welfare plans