PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. OUTLIER, LLC
Sponsor portfolio

OUTLIER, LLC

EIN 82-4000840-consumer services-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.9M premiums
Participants
746
668 N 44TH ST SUITE 100 - PHOENIX, AZ 85008480-646-9029outlier.comLinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$8.5M - 430 part#501Fully Insured-$1.9M - 328 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 328 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Prescription drug$1.7M
  • Life$138K
  • Short-term disability$138K
  • Long-term disability$138K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENIFIT LLC100%
Total $115K1 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

PORTFOLIO RETIREMENT PLAN

401k

Assets$8.5M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OUTLIER HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$1.9M
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTFOLIO RETIREMENT PLAN401k$8.5M4302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OUTLIER HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$1.9M3282025
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