Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$847K
- Prescription drug$847K
- Dental$77K
- Life$54K
- Other$54K
- Short-term disability$40K
- +2 more
Sponsor portfolio
EQUITY METHODS LLC
EIN 37-1663146accountingLatest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$978K premiums
Participants
253
8801 E RAINTREE DR STE 100 - SCOTTSDALE, AZ 852603668480-428-1179equitymethods.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $978K premiums / 195 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- STARMOUNT LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EQUITY METHODS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$12.3M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EQUITY METHODS WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$978K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUITY METHODS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $12.3M | 129 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EQUITY METHODS WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $978K | 195 | 2025 |
Retirement plans
Welfare plans