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Sponsor portfolio

SOCIAL IMPACT, INC.

EIN 54-1795186-management consulting-Latest filing 2024
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$1.1M premiums
Participants
323
4201 WILSON BLVD STE 305 - ARLINGTON, VA 222034428703-465-1884socialimpact.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$12.5M - 208 part#503Fully Insured-$1.1M - 170 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$913K
  • Vision$913K
  • Prescription drug$767K
  • Dental$221K
  • Other$103K
  • Life$90K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • GROUP HOSPITALIZATION MEDICAL SERVICES, INC.70%
  • AETNA LIFE INSURANCE COMPANY13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • PATRIOT GROWTH INSURANCE SERVICES70%
  • THE BUSINESS BENEFITS GROUP, INC.18%
  • EMPLOYEE BENEFITS CORP OF AMERICA10%
  • GALLAGHER BENEFIT SERVICES, INC.1%
  • DJA, INC.1%
Total $80K5 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

SOCIAL IMPACT, INC. 401(K) PLAN

401k

Assets$12.5M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SOCIAL IMPACT, INC. WELFARE BENEFITS PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC.

Premiums$1.1M
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOCIAL IMPACT, INC. 401(K) PLAN401k$12.5M2082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SOCIAL IMPACT, INC. WELFARE BENEFITS PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC.$1.1M1702024
Retirement plans
Welfare plans
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