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  2. ALTO EXPERIENCE INC.
Sponsor portfolio

ALTO EXPERIENCE INC.

EIN 82-5270890-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$965K premiums
Participants
2,671
5600 W. LOVERS LANE, SUITE116-379 - DALLAS, TX 75209888-307-0174
Plans on this EIN
2 filings
#001401k-$1.6M - 399 part#501Fully Insured-$965K - 457 lives

Benefits portfolio analytics

1 plan / $965K premiums / 457 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$766K
  • Dental$200K
  • Vision$200K
  • Other$81K
Total $965K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNITEDHEALTHCARE INSURANCE COMPANY71%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA21%
  • ALLYHEALTH LLC8%
Total $965K3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • FRANK SWINGLE & ASSOCIATES, INC50%
  • SWINGLE COLLINS & ASSOCIATES50%
Total $64K2 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

ALTO 401(K) PLAN

401k

Assets$1.6M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALTO EXPERIENCE INC. EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$965K
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALTO 401(K) PLAN401k$1.6M3992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALTO EXPERIENCE INC. EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$965K4572025
Retirement plans
Welfare plans
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