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  2. CONVERGEONE HOLDINGS, INC.
Sponsor portfolio

CONVERGEONE HOLDINGS, INC.

EIN 81-4619427-telecommunications-Latest filing 2024
Plans
2
Retirement
1
$348.1M assets
Welfare
1
$3.7M premiums
Participants
4,725
10900 NESBITT AVENUE SOUTH - BLOOMINGTON, MN 55437651-393-3944LinkedIn1-10 employeestelecommunications
Plans on this EIN
2 filings
#002401k-$348.1M - 2,662 part#506Mixed-$3.7M - 3,050 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 3,050 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$2.1M
  • Short-term disability$2.1M
  • Long-term disability$2.1M
  • Health$1.2M
  • Vision$279K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • STANDARD INSURANCE COMPANY57%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • EYEMED VISION CARE8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD3%
  • STARR INDEMNITY & LIABILITY COMPANY0%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • ADP INC24%
  • STEVE BAKER2%
Total $299K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

C1 401(K) PLAN

401k

Assets$348.1M
Participants2,662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CONVERGEONE HOLDING, INC. BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$3.7M
Covered lives3,050
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002C1 401(K) PLAN401k$348.1M2,6622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CONVERGEONE HOLDING, INC. BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$3.7M3,0502024
Retirement plans
Welfare plans
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