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Sponsor portfolio

CONCURRENT HRO, LLC

EIN 47-5137893-human resources-Latest filing 2024
Plans
2
Retirement
1
$61.7M assets
Welfare
1
$16.4M premiums
Participants
4,519
11811 UPHAM ST., UNIT A - BROOMFIELD, CO 80020720-432-5900concurrenthro.comLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$61.7M - 2,204 part#541Fully Insured-$16.4M - 2,523 lives

Benefits portfolio analytics

1 plan / $16.4M premiums / 2,523 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.5M
  • Dental$15.5M
  • Vision$15.5M
  • Life$867K
  • Short-term disability$867K
  • Long-term disability$867K
  • +1 more
Total $16.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $16.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ASSUREDPARTNERS83%
  • GBS BENEFITS INC15%
  • THOMPSON RISK II, LLC2%
  • PHRI LLC0%
Total $1.0M4 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

CONCURRENT HRO 401(K) PLAN

401k

Assets$61.7M
Participants2,204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#541

CONCURRENT HRO, LLC

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$16.4M
Covered lives2,523
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCURRENT HRO 401(K) PLAN401k$61.7M2,2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
541CONCURRENT HRO, LLCFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$16.4M2,5232024
Retirement plans
Welfare plans
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