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Sponsor portfolio

PUZZLE SOLUTIONS, LLC

EIN 84-3110223-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$2.5M premiums
Participants
610
4030 W BOY SCOUT BLVD, SUITE 325 - TAMPA, FL 33607844-385-0515
Plans on this EIN
2 filings
#001401k-$7.2M - 265 part#501Fully Insured-$2.5M - 345 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$306K
  • Dental$278K
  • Vision$278K
  • Life$278K
  • Short-term disability$278K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS91%
  • WATCHTOWER BENEFITS, LLC9%
Total $45K2 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

PUZZLEHR 401(K) PLAN

401k

Assets$7.2M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PUZZLE SOLUTIONS, LLC HEALTH AND WELFARE BENEFITS

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PUZZLEHR 401(K) PLAN401k$7.2M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PUZZLE SOLUTIONS, LLC HEALTH AND WELFARE BENEFITSFully InsuredAETNA LIFE INSURANCE COMPANY$2.5M3452025
Retirement plans
Welfare plans
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