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Sponsor portfolio

FILEVINE, INC.

EIN 82-1960713-computer software-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$483K premiums
Participants
1,181
1260 STRINGHAM AVENUE, SUITE 600 - SALT LAKE CITY, UT 84106801-657-5228filevine.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$11.1M - 519 part#501Mixed-$483K - 662 lives

Benefits portfolio analytics

1 plan / $483K premiums / 662 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$483K
  • Short-term disability$483K
  • Long-term disability$483K
  • Other$483K
Total $483K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $483K1 slice

Broker market share

Schedule A broker compensation

Split broker
44%top
  • MORETON & COMPANY44%
  • PROFESSIONAL GROUP PLANS INC24%
  • VOLUNTARY BENEFITS SOL LLC13%
  • ALLIANT INSURANCE SERVICES, INC.13%
  • 4MYBENEFITS, INC.6%
Total $103K5 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

FILEVINE 401(K) PLAN

401k

Assets$11.1M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FILEVINE, INC.

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$483K
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FILEVINE 401(K) PLAN401k$11.1M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FILEVINE, INC.MixedUNITED OF OMAHA LIFE INSURANCE COMPANY$483K6622025
Retirement plans
Welfare plans
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