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Sponsor portfolio

CONCEPT SOLUTIONS LLC

EIN 54-1941311-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$2.1M premiums
Participants
412
11600 SUNRISE VALLEY DRIVE, SUITE 300 - RESTON, VA 20191703-861-6970concept-solutions.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$20.7M - 246 part#501Fully Insured-$2.1M - 166 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Other$148K
  • Dental$134K
  • Vision$134K
  • Life$124K
  • Short-term disability$75K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • THE BALDWIN GROUP WEST LLC94%
  • DAVID J MCCLELLAN6%
  • USI INSURANCE SERVICES LLC0%
Total $124K3 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

CONCEPT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$20.7M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCEPT SOLUTIONS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONCEPT SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$20.7M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCEPT SOLUTIONSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.1M1662025
Retirement plans
Welfare plans
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