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Sponsor portfolio

THE ONE 23 GROUP

EIN 54-1726886-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.2M premiums
Participants
255
2303 DULLES STATION BLVD, SUITE 210 - HERNDON, VA 20171703-323-1700
Plans on this EIN
2 filings
#001401k-$3.9M - 143 part#501Fully Insured-$1.2M - 204 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Life$111K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • USI INSURANCE SERVICES LLC76%
  • KELLY & ASSOCIATES INSURANCE GROUP24%
Total $87K2 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

THE ONE 23 GROUP 401(K) PLAN

401k

Assets$3.9M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ONE 23 GROUP INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ONE 23 GROUP 401(K) PLAN401k$3.9M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ONE 23 GROUP INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M2042025
Retirement plans
Welfare plans
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