Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Dental$3.3M
- Life$284K
- Short-term disability$284K
- Long-term disability$284K
- Vision$45K
Sponsor portfolio
SOLO BRANDS LLC
EIN 45-2545944retailLatest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$3.6M premiums
Participants
1,100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 494 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- RELIASTAR LIFE INSURANCE COMPANY8%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- SHEPARD & WALTON LIFE INSURANCE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOLO BRANDS 401(K) PLAN
401k
Assets$12.1M
Participants586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SOLO BRANDS LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$3.6M
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOLO BRANDS 401(K) PLAN | 401k | $12.1M | 586 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SOLO BRANDS LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $3.6M | 494 | 2025 |
Retirement plans
Welfare plans