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Sponsor portfolio

HIGHERECHELON, INC.

EIN 27-0992562-management consulting-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$3.6M premiums
Participants
712
101 LOWE AVENUE SE, SUITE 3B - HUNTSVILLE, AL 358014829256-724-8843higherechelon.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$14.8M - 436 part#501Fully Insured-$3.6M - 547 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 547 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$647K
  • Vision$647K
  • Life$647K
  • Short-term disability$647K
  • Long-term disability$647K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • PRINCIPAL LIFE INSURANCE COMPANY18%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • KEEL POINT INSURANCE ADVISORS75%
  • GIS BENEFITS INC25%
Total $128K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HIGHERECHELON 401(K) PLAN

401k

Assets$14.8M
Participants436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HIGHERECHELON WRAP PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$3.6M
Covered lives547
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HIGHERECHELON 401(K) PLAN401k$14.8M4362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HIGHERECHELON WRAP PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$3.6M5472025
Retirement plans
Welfare plans
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