Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$17K
- Vision$17K
- Life$16K
- Other$15K
- Long-term disability$15K
Sponsor portfolio
PURPLE STRATEGIES, LLC
EIN 26-4383277marketing and advertisingLatest filing 2025
Plans
4
Retirement
1
$20.1M assets
Welfare
3
$48K premiums
Participants
447
815 SLATERS LANE - ALEXANDRIA, VA 223141219703-548-7877purplestrategies.comLinkedIn51-200 employeesmarketing and advertising
Benefits portfolio analytics
3 plans / $48K premiums / 141 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY65%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
Broker market share
Schedule A broker compensation
82%top
- MERCER HEALTH AND BENEFITS, LLC82%
- SELMAN & COMPANY, LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PURPLE STRATEGIES 401(K) RETIREMENT PLAN
401k
Assets$20.1M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
PURPLE STRATEGIES DISABILITY PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$31K
Covered lives72
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PURPLE STRATEGIES DENTAL PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$17K
Covered lives69
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PURPLE STRATEGIES MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PURPLE STRATEGIES 401(K) RETIREMENT PLAN | 401k | $20.1M | 239 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | PURPLE STRATEGIES DISABILITY PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $31K | 72 | 2025 | |
| 502 | PURPLE STRATEGIES DENTAL PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $17K | 69 | 2025 | |
| 501 | PURPLE STRATEGIES MEDICAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans