Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Dental$1.6M
- Life$1.6M
- Short-term disability$1.6M
- Long-term disability$1.6M
- Vision$111K
Sponsor portfolio
BRIDGE INVESTMENT GROUP HOLDINGS LLC
EIN 45-4084424Latest filing 2025
Plans
2
Retirement
1
$104.0M assets
Welfare
1
$1.9M premiums
Participants
3,341
111 EAST SEGO LILY DRIVE, SUITE 400 - SANDY, UT 84070801-506-1141
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 1,052 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY83%
- UNITEDHEALTHCARE INSURANCE COMPANY11%
- VISION SERVICE PLAN6%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
49%top
- MARSH & MCLENNAN AGENCY LLC49%
- FMLASOURCE INC47%
- LOVITT AND TOUCHE, INC.5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN
401k
Assets$104.0M
Participants2,744
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRIDGE INVESTMENT GROUP HOLDINGS LLC EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives1,052
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN | 401k | $104.0M | 2,744 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRIDGE INVESTMENT GROUP HOLDINGS LLC EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.9M | 1,052 | 2025 |
Retirement plans
Welfare plans