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Sponsor portfolio

PITCHFORK PARTNERS, LLC

EIN 83-2196065-management consulting-Latest filing 2025
Plans
2
Retirement
1
$576K assets
Welfare
1
$503K premiums
Participants
576
2055 E 5TH ST STE 101 - TEMPE, AZ 852881898928-600-3707pitchforkaz.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$576K - 266 part#501Fully Insured-$503K - 310 lives

Benefits portfolio analytics

1 plan / $503K premiums / 310 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$329K
  • Stop-loss$329K
  • Dental$98K
  • Vision$98K
  • Other$76K
  • Short-term disability$52K
  • +2 more
Total $503K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • DELTA DENTAL OF CALIFORNIA19%
  • KANSAS CITY LIFE INSURANCE COMPANY8%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
Total $503K4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • CREST INSURANCE GROUP LLC90%
  • EDWARD GUSSIO9%
  • GBS ARIZONA INC0%
Total $71K3 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

PITCHFORK PARTNERS, LLC DBA SONORAN ROOTS RETIREMENT SAVINGS

401k

Assets$576K
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PITCHFORK PARTNERS, LLC BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$503K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PITCHFORK PARTNERS, LLC DBA SONORAN ROOTS RETIREMENT SAVINGS401k$576K2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PITCHFORK PARTNERS, LLC BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$503K3102025
Retirement plans
Welfare plans
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