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Sponsor portfolio

BRANDT INFORMATION SERVICES, LLC

EIN 59-2800373-computer software-Latest filing 2025
Plans
4
Retirement
1
$9.0M assets
Welfare
3
$4.3M premiums
Participants
1,027
501 NORTH DUVAL STREET - TALLAHASSEE, FL 32301850-577-4900brandtinfo.comLinkedIn201-500 employeescomputer software
Plans on this EIN
4 filings
#001401k-$9.0M - 356 part#501Fully Insured-$2.1M - 105 lives#503Fully Insured-$2.1M - 105 lives#502Mixed-$216K - 352 lives

Benefits portfolio analytics

3 plans / $4.3M premiums / 562 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Life$216K
  • Short-term disability$216K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $4.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $332K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRANDT INFORMATION SERVICES RETIREMENT PLAN

401k

Assets$9.0M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRANDT INFORMATION SERVICES, LLC MEDICAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BRANDT INFORMATION SERVICES, LLC VISION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BRANDT INFORMATION SERVICES, LLC BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$216K
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRANDT INFORMATION SERVICES RETIREMENT PLAN401k$9.0M3562024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRANDT INFORMATION SERVICES, LLC MEDICAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M1052025
503BRANDT INFORMATION SERVICES, LLC VISION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M1052025
502BRANDT INFORMATION SERVICES, LLC BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$216K3522025
Retirement plans
Welfare plans
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