Sponsor portfolio

PALLADIUM GROUP GLOBAL LLC

EIN 27-1357362Latest filing 2025

Plans

Retirement

$61.2M assets

Welfare

$2.9M premiums

Participants

753

1600 WILSON BLVD, SUITE 200 - ARLINGTON, VA 22209202-777-9717LinkedIn11-50 employees

Plans on this EIN

2 filings

#001401k-$61.2M - 623 part #505Fully Insured-$2.9M - 1,096 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 1,096 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.6M
Dental$2.6M
Prescription drug$2.6M
Other$184K
Life$136K
Short-term disability$129K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

92%top

UNITEDHEALTHCARE INSURANCE COMPANY92%
UNUM LIFE INSURANCE COMPANY OF AMERICA6%
VISION SERVICE PLAN1%
CURALINC HEALTHCARE1%
METROPOLITAN LIFE INSURANCE COMPANY0%

Broker market share

Schedule A broker compensation

Split broker

77%top

MARSH & MCLENNAN AGENCY LLC77%
NFP INSURANCE SERVICES INC20%
WILLIS TOWERS WATSON US LLC3%
EMPLOYEE NAVIGATOR, LLC0%

Plan deep-dives

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

Retirement#001

PALLADIUM GROUP GLOBAL 401(K) PLAN

401k

Assets$61.2M

Participants623

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#505