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Sponsor portfolio

MERIDIANLINK, INC.

EIN 82-4844620-computer software-Latest filing 2025
Plans
2
Retirement
1
$64.4M assets
Welfare
1
$9.4M premiums
Participants
1,565
1 VENTURE, SUITE 235 - IRVINE, CA 92618714-708-6950meridianlink.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$64.4M - 831 part#501Fully Insured-$9.4M - 2,319 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 2,319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$9.4M
  • Health$9.4M
  • Dental$9.4M
  • Vision$9.4M
  • Life$9.4M
  • Short-term disability$9.4M
  • +2 more
Total $9.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $9.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
  • DIGITAL INSURANCE LLC0%
Total $516K2 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

MERIDIANLINK 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$64.4M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERIDIANLINK, INC. HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$9.4M
Covered lives2,319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERIDIANLINK 401(K) PROFIT SHARING PLAN & TRUST401k$64.4M8312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERIDIANLINK, INC. HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$9.4M2,3192025
Retirement plans
Welfare plans
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