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Sponsor portfolio

SENIOR MANAGEMENT SERVICES, LLC

EIN 26-3988687-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$129K premiums
Participants
914
4411 POINT FOSDICK DRIVE NW, SUITE 203 - GIG HARBOR, WA 98335253-853-4457
Plans on this EIN
2 filings
#002401k-$10.5M - 709 part#501Mixed-$129K - 205 lives

Benefits portfolio analytics

1 plan / $129K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$90K
  • Life$28K
  • Long-term disability$28K
  • Other$28K
  • Vision$11K
Total $129K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • VISION SERVICE PLAN9%
Total $129K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • DENALI BENEFITS89%
  • ALLIANT INSURANCE SERVICES, INC.6%
  • AMERICAN BENEFITS CONSULTING LLC5%
Total $11K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAREAGE 401(K) PLAN

401k

Assets$10.5M
Participants709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAREAGE WELFARE BENEFITS PLAN

Mixed - PREMERA BLUE CROSS

Premiums$129K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAREAGE 401(K) PLAN401k$10.5M7092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAREAGE WELFARE BENEFITS PLANMixedPREMERA BLUE CROSS$129K2052025
Retirement plans
Welfare plans
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