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Sponsor portfolio

SHERI TATE

EIN 75-2289925-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$18.5M assets
Welfare
2
$60K premiums
Participants
441
13355 NOEL RD, STE 1500 - DALLAS, TX 75240972-233-6055
Plans on this EIN
3 filings
#001401k-$18.5M - 341 part#502Mixed-$60K - 69 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $60K premiums / 69 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$60K
  • Short-term disability$60K
  • Long-term disability$60K
  • Other$60K
Total $60K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $60K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $15K1 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

OUTMATCH, INC. 401(K) RETIREMENT PLAN

401k

Assets$18.5M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

OUTMATCH, INC. DBA HARVER, INC. ANCILLARY PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$60K
Covered lives69
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

OUTMATCH, INC. DBA HARVER, INC. WELFARE BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OUTMATCH, INC. 401(K) RETIREMENT PLAN401k$18.5M3412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502OUTMATCH, INC. DBA HARVER, INC. ANCILLARY PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$60K692024
501OUTMATCH, INC. DBA HARVER, INC. WELFARE BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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