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Sponsor portfolio

HIGHLEVEL INC.

EIN 83-1387965-computer software-Latest filing 2025
Plans
2
Retirement
1
$4.1M assets
Welfare
1
$2.2M premiums
Participants
601
400 NORTH SAINT PAUL STREET, SUITE 920 - DALLAS, TX 75201888-732-4197gohighlevel.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$4.1M - 281 part#501Mixed-$2.2M - 365 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Life$246K
  • Short-term disability$246K
  • Long-term disability$246K
  • Other$246K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • USI INSURANCE SERVICES LLC50%
  • GIS BENEFITS INC28%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS22%
Total $51K3 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

HIGHLEVEL INC. 401(K) PLAN

401k

Assets$4.1M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HIGHLEVEL INC HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.2M
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HIGHLEVEL INC. 401(K) PLAN401k$4.1M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HIGHLEVEL INC HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF TEXAS$2.2M3652025
Retirement plans
Welfare plans
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