Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$448K
- Dental$432K
- Life$432K
- Short-term disability$432K
- Long-term disability$432K
- Vision$70K
Sponsor portfolio
CONCENTRIC ADVISORS, INC.
EIN 81-3389131Latest filing 2025
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$518K premiums
Participants
800
5150 CARILLON POINT - KIRKLAND, WA 98033866-828-5855
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $518K premiums / 492 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- METROPOLITAN LIFE INSURANCE COMPANY83%
- VISION SERVICE PLAN14%
- HEADSPACE2%
- WORKPLACE OPTIONS1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
- THE BALDWIN GROUP WEST LLC1%
- ARMFIELD HARRISON & THOMAS-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN
401k
Assets$20.0M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONCENTRIC ADVISORS, INC EMPLOYEE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$518K
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCENTRIC ADVISORS 401(K) RETIREMENT PLAN | 401k | $20.0M | 483 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONCENTRIC ADVISORS, INC EMPLOYEE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $518K | 492 | 2025 |
Retirement plans
Welfare plans