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Sponsor portfolio

SOLERA SENIOR MANAGEMENT

EIN 83-3814730-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$3.4M premiums
Participants
1,496
2440 S. WABASH ST. - DENVER, CO 80231772-538-4763
Plans on this EIN
2 filings
#001401k-$1.1M - 661 part#501Fully Insured-$3.4M - 835 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 835 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Dental$3.1M
  • Vision$3.1M
  • Other$332K
  • Life$240K
  • Short-term disability$240K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • AETNA LIFE INSURANCE COMPANY93%
  • AMERICAN UNITED LIFE INSURANCE COMPANY7%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • EOI SERVICE COMPANY INC0%
Total $130K2 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

SOLERA SENIOR MANAGEMENT EMPLOYER LLC 401(K) PLAN

401k

Assets$1.1M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLERA SENIOR MANAGEMENT BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$3.4M
Covered lives835
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOLERA SENIOR MANAGEMENT EMPLOYER LLC 401(K) PLAN401k$1.1M6612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLERA SENIOR MANAGEMENT BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO$3.4M8352025
Retirement plans
Welfare plans
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