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Sponsor portfolio

SQUARE ONE CONCEPTS

EIN 27-4539075-hospitality-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$673K premiums
Participants
876
7600 EAST CAMELBACK ROAD, SUITE 1 - SCOTTSDALE, AZ 85251squareoneconceptsinc.comLinkedIn501-1000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$1.8M - 714 part#501Fully Insured-$673K - 930 lives

Benefits portfolio analytics

1 plan / $673K premiums / 930 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$673K
  • Health$534K
  • Dental$534K
  • Prescription drug$534K
  • Vision$129K
  • Life$129K
  • +2 more
Total $673K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
  • PERSPECTIVES LTD2%
Total $673K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MJ INSURANCE100%
Total $76K1 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

SQUARE ONE CONCEPTS, INC. 401(K) PLAN

401k

Assets$1.8M
Participants714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SQUARE ONE CONCEPTS WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$673K
Covered lives930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SQUARE ONE CONCEPTS, INC. 401(K) PLAN401k$1.8M7142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SQUARE ONE CONCEPTS WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$673K9302025
Retirement plans
Welfare plans
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