Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.8M
- Short-term disability$1.8M
- Long-term disability$1.8M
- Other$1.8M
- Dental$1.3M
- Vision$290K
Sponsor portfolio
ISOLVED, INC.
EIN 38-2976613computer softwareLatest filing 2024
Plans
2
Retirement
1
$108.6M assets
Welfare
1
$3.4M premiums
Participants
4,583
11215 N. COMMUNITY HOUSE RD,, SUITE 800 - CHARLOTTE, NC 28277800-733-8839isolvedhcm.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 3,525 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA53%
- DELTA DENTAL OF CALIFORNIA39%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
100%top
- FILICE INSURANCE AGENCY100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ISOLVED 401(K) PLAN
401k
Assets$108.6M
Participants2,566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ISOLVED, INC. WELFARE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$3.4M
Covered lives3,525
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ISOLVED 401(K) PLAN | 401k | $108.6M | 2,566 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ISOLVED, INC. WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $3.4M | 3,525 | 2024 |
Retirement plans
Welfare plans