PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRIME HOLDINGS INSURANCE SERVICES, INC.
Sponsor portfolio

PRIME HOLDINGS INSURANCE SERVICES, INC.

EIN 36-3868204-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$3.7M premiums
Participants
538
8722 HARRISON STREET - SANDY, UT 84070801-304-5502
Plans on this EIN
2 filings
#001401k-$23.1M - 288 part#501Fully Insured-$3.7M - 453 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Other$370K
  • Dental$321K
  • Vision$321K
  • Life$321K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • CURALINC HEALTHCARE0%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $164K1 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

PRIME HOLDINGS INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$23.1M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRIME HOLDINGS INSURANCE SERVICES, INC. HEALTH & WELFARE PLAN

Fully Insured - REGENCE BLUECROSS BLUESHIELD OF UTAH

Premiums$3.7M
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRIME HOLDINGS INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$23.1M2882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRIME HOLDINGS INSURANCE SERVICES, INC. HEALTH & WELFARE PLANFully InsuredREGENCE BLUECROSS BLUESHIELD OF UTAH$3.7M4532025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica