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Sponsor portfolio

FISHBOWL SOLUTIONS LLC

EIN 83-2855918-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$2.7M premiums
Participants
453
580 E. TECHNOLOGY AVE., SUITE C2500 - OREM, UT 84097385-265-5708
Plans on this EIN
2 filings
#001401k-$13.7M - 274 part#502Fully Insured-$2.7M - 513 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.6M
  • Dental$2.5M
  • Life$86K
  • Short-term disability$86K
  • Long-term disability$86K
  • Vision$21K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • KAISER FOUNDATION HEALTH PLAN INC1%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GALLAGHER BENEFIT SERVICES, INC.96%
  • PROFESSIONAL GROUP PLANS INC4%
  • T2B SOLUTIONS INC.0%
Total $106K3 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

FISHBOWL SOLUTIONS RETIREMENT PLAN

401k

Assets$13.7M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FISHBOWL SOLUTION, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC

Premiums$2.7M
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISHBOWL SOLUTIONS RETIREMENT PLAN401k$13.7M2742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FISHBOWL SOLUTION, LLC EMPLOYEE BENEFITS PLANFully InsuredEDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC$2.7M5132024
Retirement plans
Welfare plans
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