Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Other$125K
- Life$107K
- Short-term disability$107K
- Long-term disability$107K
- Dental$80K
- +1 more
Sponsor portfolio
UNBOUND
EIN 43-1243999internetLatest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$1.9M premiums
Participants
292
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 193 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- BLUE CROSS BLUE SHIELD OF FLORIDA4%
- ROBERT E. MILLER INSURANCE AGENCY2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UNBOUND RETIREMENT PLAN
403b
Assets$22.3M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
UNBOUND GROUP EMPLOYEE BENEFIT PROGRAMS
Fully Insured - BLUE CROSS AND BLUE SHIELD OF KANSAS CITY
Premiums$1.9M
Covered lives193
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNBOUND RETIREMENT PLAN | 403b | $22.3M | 180 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | UNBOUND GROUP EMPLOYEE BENEFIT PROGRAMS | Fully Insured | BLUE CROSS AND BLUE SHIELD OF KANSAS CITY | $1.9M | 193 | 2024 |
Retirement plans
Welfare plans