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Sponsor portfolio

PIVOTAL ENTERPRISES, LLC

EIN 38-4198515-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
8
Retirement
1
$42.1M assets
Welfare
7
$5.5M premiums
Participants
1,995
12335 134TH CT NE - REDMOND, WA 98052425-332-4539
Plans on this EIN
8 filings
#001401k-$42.1M - 279 part#501Fully Insured-$4.5M - 635 lives#502Fully Insured-$447K - 667 lives#504Fully Insured-$358K - 259 lives#503Fully Insured-$144K - 263 lives#507Fully Insured-$57K - 260 lives#505Self Funded-0 lives#506Self Funded-0 lives

Benefits portfolio analytics

7 plans / $5.5M premiums / 2,084 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Dental$447K
  • Other$415K
  • Life$358K
  • Long-term disability$358K
  • +1 more
Total $5.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • DELTA DENTAL OF CALIFORNIA8%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN3%
  • SPRING HEALTH1%
Total $5.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $14K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PIVOTAL RETIREMENT PLAN

401k

Assets$42.1M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PIVOTAL ENTERPRISES, LLC MEDICAL PLAN

Fully Insured - REGENCE BLUESHIELD

Premiums$4.5M
Covered lives635
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PIVOTAL ENTERPRISES, LLC DENTAL PLAN

Fully Insured - DELTA DENTAL OF WASHINGTON

Premiums$447K
Covered lives667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PIVOTAL ENTERPRISES, LLC WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$358K
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PIVOTAL ENTERPRISES, LLC VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$144K
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

PIVOTAL ENTERPRISES, LLC EAP PLAN

Fully Insured - SPRING HEALTH

Premiums$57K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PIVOTAL ENTERPRISES, LLC FLEXIBLE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PIVOTAL ENTERPRISES, LLC FERTILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PIVOTAL RETIREMENT PLAN401k$42.1M2792024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PIVOTAL ENTERPRISES, LLC MEDICAL PLANFully InsuredREGENCE BLUESHIELD$4.5M6352024
502PIVOTAL ENTERPRISES, LLC DENTAL PLANFully InsuredDELTA DENTAL OF WASHINGTON$447K6672024
504PIVOTAL ENTERPRISES, LLC WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$358K2592024
503PIVOTAL ENTERPRISES, LLC VISION PLANFully InsuredVISION SERVICE PLAN$144K2632024
507PIVOTAL ENTERPRISES, LLC EAP PLANFully InsuredSPRING HEALTH$57K2602024
505PIVOTAL ENTERPRISES, LLC FLEXIBLE BENEFIT PLANSelf Funded-$002024
506PIVOTAL ENTERPRISES, LLC FERTILITY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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