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Sponsor portfolio

ORANGEBOX ENTERPRISES, INC.

EIN 47-2536042-management consulting-Latest filing 2024
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$39K premiums
Participants
335
17319 SAN PEDRO AVENUE, SUITE 318 - SAN ANTONIO, TX 78232210-494-0659orangeboxent.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$2.6M - 335 part#501Fully Insured-$39K - 212 lives

Benefits portfolio analytics

1 plan / $39K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$21K
  • Prescription drug$21K
  • Other$17K
  • Dental$13K
  • Vision$12K
  • Life$5K
  • +2 more
Total $39K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • UNITEDHEALTHCARE INSURANCE COMPANY54%
  • METROPOLITAN LIFE INSURANCE COMPANY30%
  • AMERICAN UNITED LIFE INSURANCE COMPANY14%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION2%
Total $39K4 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • BOON CHAPMAN BENEFIT ADMINISTRATORS51%
  • LOCKTON COMPANIES, LLC47%
  • GIS BENEFITS INC2%
Total $2K3 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

ORANGEBOX ENTERPRISES, INC. 401(K) PLAN

401k

Assets$2.6M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORANGEBOX ENTERPRISES HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$39K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ORANGEBOX ENTERPRISES, INC. 401(K) PLAN401k$2.6M3352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORANGEBOX ENTERPRISES HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$39K2122024
Retirement plans
Welfare plans
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