PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BREEZE AVIATION GROUP, INC
Sponsor portfolioTH

BREEZE AVIATION GROUP, INC

EIN 82-2644964-Latest filing 2025
Plans
2
Retirement
1
$40.7M assets
Welfare
1
$2.8M premiums
Participants
3,323
6340 SOUTH 3000 EAST - SALT LAKE CITY, UT 84121914-370-8868
Plans on this EIN
2 filings
#001401k-$40.7M - 2,121 part#501Mixed-$2.8M - 2,333 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 2,333 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Life$2.6M
  • Short-term disability$2.6M
  • Long-term disability$2.6M
  • Vision$167K
  • Health$17K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SYMETRA LIFE INSURANCE COMPANY91%
  • EYEMED VISION CARE6%
  • LEGALPLANS, USA2%
  • KAISER FOUNDATION HEALTH PLAN INC1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • ROBIN H. ALSTON20%
Total $1.9M2 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

BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN

401k

Assets$40.7M
Participants2,121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BREEZE AVIATION, INC. HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives2,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BREEZE AVIATION GROUP 401(K) TEAM MEMBER PLAN401k$40.7M2,1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BREEZE AVIATION, INC. HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$2.8M2,3332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica