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Sponsor portfolio

ELEVATE CREDIT SERVICE, LLC

EIN 46-4714474-banking-Latest filing 2025
Plans
2
Retirement
1
$65.6M assets
Welfare
1
$5.2M premiums
Participants
896
4150 INTERNATIONAL PLAZA, SUITE 300 - FORT WORTH, TX 76109817-928-1500LinkedIn201-500 employeesbanking
Plans on this EIN
2 filings
#001401k-$65.6M - 532 part#509Fully Insured-$5.2M - 1,923 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 1,923 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.0M
  • Dental$5.0M
  • Vision$5.0M
  • Prescription drug$5.0M
  • Life$268K
  • Short-term disability$268K
  • +2 more
Total $5.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
Total $5.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $14K2 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

ELEVATE CREDIT, INC. 401(K) PLAN

401k

Assets$65.6M
Participants532
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

ELEVATE CREDIT SERVICE, LLC HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.2M
Covered lives1,923
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELEVATE CREDIT, INC. 401(K) PLAN401k$65.6M5322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509ELEVATE CREDIT SERVICE, LLC HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.2M1,9232025
Retirement plans
Welfare plans
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