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Sponsor portfolio

THRIVE PARTNERS, LLC

EIN 84-4818583-Latest filing 2025
Plans
3
Retirement
1
$55.0M assets
Welfare
2
$4.4M premiums
Participants
5,632
2642 EAST 21ST STREET, SUITE 170 - TULSA, OK 74114918-794-2200
Plans on this EIN
3 filings
#001401k-$55.0M - 805 part#502Fully Insured-$3.6M - 3,234 lives#501Fully Insured-$783K - 3,743 lives

Benefits portfolio analytics

2 plans / $4.4M premiums / 6,977 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.4M
  • Health$3.6M
  • Dental$783K
  • Vision$783K
  • Life$783K
  • Short-term disability$783K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • COMMUNITY CARE82%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • THRIVE BENEFIT ADVISORS42%
  • RELATION INSURANCE SERVICES OF CA22%
  • BENEX, INC.17%
  • TEDFORD & ASSOCIATES, LLC8%
  • ROONEY INSURANCE AGENCY INC5%
  • +2 more
Total $249K7 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

THRIVE PEO 401(K) PLAN

401k

Assets$55.0M
Participants805
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THRIVE LLC COMMUNITY CARE

Fully Insured - COMMUNITYCARE OF OKLAHOMA

Premiums$3.6M
Covered lives3,234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

THRIVE LLC METLIFE

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$783K
Covered lives3,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THRIVE PEO 401(K) PLAN401k$55.0M8052024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THRIVE LLC COMMUNITY CAREFully InsuredCOMMUNITYCARE OF OKLAHOMA$3.6M3,2342025
501THRIVE LLC METLIFEFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$783K3,7432025
Retirement plans
Welfare plans
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