Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Vision$190K
- Life$190K
- Short-term disability$190K
- Long-term disability$190K
- +1 more
Sponsor portfolio
CONCORD USA, LLC
EIN 56-2334885information technology and servicesLatest filing 2025
Plans
4
Retirement
1
$18.9M assets
Welfare
3
$3.0M premiums
Participants
1,046
509 2ND AVENUE SOUTH - HOPKINS, MN 55343952-241-1090concordusa.comLinkedIn1001-5000 employeesinformation technology and services
Benefits portfolio analytics
3 plans / $3.0M premiums / 485 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCORD, USA, LLC 401(K) PLAN
401k
Assets$18.9M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONCORD, INC. MEDICAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CONCORD, INC. LIFE AND DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$190K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CONCORD, INC. DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCORD, USA, LLC 401(K) PLAN | 401k | $18.9M | 427 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONCORD, INC. MEDICAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 229 | 2025 | |
| 503 | CONCORD, INC. LIFE AND DISABILITY PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $190K | 256 | 2025 | |
| 502 | CONCORD, INC. DENTAL PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans