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Sponsor portfolio

BRIGHTSIDE BENEFIT INC.

EIN 81-5108781-Information-Latest filing 2024
Plans
5
Retirement
1
$6.4M assets
Welfare
4
$2.3M premiums
Participants
1,012
55 NORTH ARIZONA PL, SUITE 200 - CHANDLER, AZ 85225855-216-2750
Plans on this EIN
5 filings
#001401k-$6.4M - 297 part#501Fully Insured-$2.0M - 379 lives#502Fully Insured-$152K - 383 lives#503Fully Insured-$116K - 214 lives#504Fully Insured-$35K - 173 lives

Benefits portfolio analytics

4 plans / $2.3M premiums / 1,149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$152K
  • Other$152K
  • Short-term disability$47K
  • Vision$35K
  • Long-term disability$35K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • STANDARD INSURANCE COMPANY5%
  • VISION SERVICE PLAN2%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • EVCO INSURANCE SERVICES INC89%
  • CENTERSTONE INSURANCE AND FINANCIAL11%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $121K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRIGHTSIDE BENEFIT INC. 401(K) PLAN

401k

Assets$6.4M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRIGHTSIDE BENEFIT INC. PLAN #1

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BRIGHTSIDE BENEFIT INC. PLAN #2

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$152K
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BRIGHTSIDE BENEFIT INC. PLAN #3

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$116K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BRIGHTSIDE BENEFIT INC. PLAN #4

Fully Insured - VISION SERVICE PLAN

Premiums$35K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRIGHTSIDE BENEFIT INC. 401(K) PLAN401k$6.4M2972024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRIGHTSIDE BENEFIT INC. PLAN #1Fully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M3792024
502BRIGHTSIDE BENEFIT INC. PLAN #2Fully InsuredPRINCIPAL LIFE INSURANCE COMPANY$152K3832024
503BRIGHTSIDE BENEFIT INC. PLAN #3Fully InsuredSTANDARD INSURANCE COMPANY$116K2142024
504BRIGHTSIDE BENEFIT INC. PLAN #4Fully InsuredVISION SERVICE PLAN$35K1732024
Retirement plans
Welfare plans
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