Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$335K
- Dental$53K
- Vision$53K
- Life$53K
- Other$53K
Sponsor portfolio
PRIMARY AIM, LLC
EIN 31-1669790food & beveragesLatest filing 2024
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$388K premiums
Participants
340
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $388K premiums / 49 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN
401k
Assets$6.7M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRIMARY AIM, LLC EMPLOYEE BENEFIT PLAN
Mixed - UNITED HEALTHCARE
Premiums$388K
Covered lives49
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN | 401k | $6.7M | 303 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRIMARY AIM, LLC EMPLOYEE BENEFIT PLAN | Mixed | UNITED HEALTHCARE | $388K | 49 | 2024 |
Retirement plans
Welfare plans