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  2. PURPLE INNOVAITON, LLC
Sponsor portfolio

PURPLE INNOVAITON, LLC

EIN 27-2677854-Latest filing 2025
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$493K premiums
Participants
3,195
4100 NORTH CHAPEL RIDGE ROAD, SUITE 200 - LEHI, UT 84043801-756-2600
Plans on this EIN
2 filings
#001401k-$40.4M - 2,144 part#501Mixed-$493K - 1,369 lives

Benefits portfolio analytics

1 plan / $493K premiums / 1,369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$159K
  • Life$142K
  • Vision$84K
  • Long-term disability$49K
  • Short-term disability$35K
Total $493K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
Total $493K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GBS BENEFITS INC100%
Total $93K1 slice

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 401(K) PLAN

401k

Assets$40.4M
Participants2,144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PURPLE INNOVATION, LLC

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$493K
Covered lives1,369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PURPLE 401(K) PLAN401k$40.4M2,1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PURPLE INNOVATION, LLCMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$493K1,3692025
Retirement plans
Welfare plans
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