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Sponsor portfolio

CRUMBL ENTERPRISES, LLC

EIN 84-1783007-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$2.8M premiums
Participants
634
25750 WEST 600 NORTH, SUITE 200 - LINDON, UT 84042560-758-8011
Plans on this EIN
2 filings
#001401k-$5.0M - 321 part#501Fully Insured-$2.8M - 592 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$153K
  • Other$95K
  • Life$65K
  • Short-term disability$65K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • DIVERSIFIED INSURANCE GROUP70%
  • IMA, INC.30%
Total $110K2 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

CRUMBL ENTERPRISES, LLC 401(K) PLAN

401k

Assets$5.0M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRUMBL ENTERPRISES, LLC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRUMBL ENTERPRISES, LLC 401(K) PLAN401k$5.0M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRUMBL ENTERPRISES, LLC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M5922025
Retirement plans
Welfare plans
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