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Sponsor portfolio

UNCHAINED CAPITAL, INC.

EIN 81-4173373-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.3M premiums
Participants
291
601 CONGRESS AVE. SUITE 200 - AUSTIN, TX 78701844-486-2424
Plans on this EIN
2 filings
#001401k-$5.6M - 155 part#501Fully Insured-$1.3M - 316 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$140K
  • Vision$140K
  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $63K1 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

UNCHAINED CAPITAL 401(K) PLAN

401k

Assets$5.6M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNCHAINED CAPITAL, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.3M
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNCHAINED CAPITAL 401(K) PLAN401k$5.6M1552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNCHAINED CAPITAL, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.3M3162025
Retirement plans
Welfare plans
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