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Sponsor portfolioTH

GROWTHZONE LLC

EIN 41-1845306-Latest filing 2025
Plans
4
Retirement
1
$5.0M assets
Welfare
3
$1.9M premiums
Participants
614
1041 N DUPONT HWY, STE 1650 - DOVER, DE 19901800-825-9171
Plans on this EIN
4 filings
#001401k-$5.0M - 188 part#502Fully Insured-$1.7M - 251 lives#503Fully Insured-$110K - 295 lives#501Fully Insured-$98K - 170 lives

Benefits portfolio analytics

3 plans / $1.9M premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$110K
  • Other$51K
  • Life$42K
  • Long-term disability$31K
  • Short-term disability$17K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CBIZ BENEFITS & INSURANCE SERVICES92%
  • GIS BENEFITS INC8%
Total $90K2 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

GROWTHZONE LLC 401(K) PLAN

401k

Assets$5.0M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GROWTHZONE LLC MEDICAL PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF MINNESOTA

Premiums$1.7M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

GROWTHZONE LLC DENTAL PLAN

Fully Insured - DELTA DENTAL OF MINNESOTA

Premiums$110K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROWTHZONE LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$98K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GROWTHZONE LLC 401(K) PLAN401k$5.0M1882024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GROWTHZONE LLC MEDICAL PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF MINNESOTA$1.7M2512025
503GROWTHZONE LLC DENTAL PLANFully InsuredDELTA DENTAL OF MINNESOTA$110K2952025
501GROWTHZONE LLC EMPLOYEE BENEFIT PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$98K1702025
Retirement plans
Welfare plans
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