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Sponsor portfolio

FOSS SWIM SCHOOL, LLC

EIN 27-2224351-health, wellness and fitness-Latest filing 2024
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$937K premiums
Participants
1,452
10050 CROSSTOWN CIRCLE, SUITE 650 - EDEN PRAIRIE, MN 55344952-935-8969fossswimschool.comLinkedIn501-1000 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$8.3M - 1,108 part#501Fully Insured-$937K - 164 lives

Benefits portfolio analytics

1 plan / $937K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$937K
  • Life$937K
  • Other$937K
  • Health$926K
  • Vision$926K
  • Short-term disability$926K
  • +2 more
Total $937K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $937K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HOLMES MURPHY & ASSOCIATES93%
  • MARC A GROVE3%
  • ASSUREDPARTNERS2%
  • RILEY SPENCER1%
  • WORLD INSURANCE ASSOCIATES LLC1%
  • +3 more
Total $47K8 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

FOSS SWIM SCHOOL, LLC 401(K) PLAN

401k

Assets$8.3M
Participants1,108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOSS SWIM SCHOOLS GROUP BENEFITS WRAP DOCUMENT

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$937K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOSS SWIM SCHOOL, LLC 401(K) PLAN401k$8.3M1,1082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOSS SWIM SCHOOLS GROUP BENEFITS WRAP DOCUMENTFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$937K1642024
Retirement plans
Welfare plans
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