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Sponsor portfolio

STRATUS.HR

EIN 45-3548842-human resources-Latest filing 2024
Plans
2
Retirement
1
$63.7M assets
Welfare
1
$16.2M premiums
Participants
7,411
75 WEST TOWNE RIDGE PARKWAY, SUITE 440 - SANDY, UT 84070801-984-0252stratus.hrLinkedIn51-200 employeeshuman resources
Plans on this EIN
2 filings
#333401k-$63.7M - 3,673 part#501Fully Insured-$16.2M - 2,765 lives

Benefits portfolio analytics

1 plan / $16.2M premiums / 2,765 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.2M
  • Dental$1.0M
  • Vision$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • +1 more
Total $16.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SELECTHEALTH92%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $16.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • FARNSWORTH, MICHELYN M77%
  • ISI BENEFITS LLC23%
Total $906K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

STRATUS.HR RETIREMENT PLAN

401k

Assets$63.7M
Participants3,673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ISI HR, INC DBA STRATUS.HR

Fully Insured - SELECT HEALTH

Premiums$16.2M
Covered lives2,765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333STRATUS.HR RETIREMENT PLAN401k$63.7M3,6732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ISI HR, INC DBA STRATUS.HRFully InsuredSELECT HEALTH$16.2M2,7652024
Retirement plans
Welfare plans
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