Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$970K
- Dental$655K
- Vision$655K
- Prescription drug$655K
- Other$112K
- Life$81K
- +2 more
Sponsor portfolio
STORIED MANAGEMENT, LLC
EIN 82-4913513Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$1.1M premiums
Participants
366
9681 TUHAYE PARK DRIVE - KAMAS, UT 84036435-333-3053
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 204 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- AETNA LIFE INSURANCE COMPANY90%
- PRINCIPAL LIFE INSURANCE COMPANY7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
57%top
- IMA, INC.57%
- DIVERSIFIED INSURANCE GROUP43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STORIED MANAGEMENT 401(K) PLAN
401k
Assets$3.0M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STORIED MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO
Premiums$1.1M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STORIED MANAGEMENT 401(K) PLAN | 401k | $3.0M | 264 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STORIED MANAGEMENT, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO | $1.1M | 204 | 2025 |
Retirement plans
Welfare plans