PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. YIELD SOLUTIONS GROUP, LLC
Sponsor portfolio

YIELD SOLUTIONS GROUP, LLC

EIN 81-1471792-financial services-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$87K premiums
Participants
430
5775 DTC BOULEVARD, 4TH FLOOR - GREENWOOD VILLAGE, CO 80111720-405-2500yieldsolutionsgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$3.5M - 244 part#501Mixed-$87K - 305 lives

Benefits portfolio analytics

1 plan / $87K premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$55K
  • Life$22K
  • Short-term disability$22K
  • Dental$18K
  • Vision$14K
Total $87K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA38%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA25%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY20%
  • AMERITAS LIFE INSURANCE CORP.16%
Total $87K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $16K1 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

YIELD SOLUTIONS GROUP 401(K) RETIREMENT PLAN

401k

Assets$3.5M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YIELD SOLUTIONS GROUP WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$87K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YIELD SOLUTIONS GROUP 401(K) RETIREMENT PLAN401k$3.5M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YIELD SOLUTIONS GROUP WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$87K3052025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica