Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$517K
- Life$462K
- Short-term disability$403K
- Long-term disability$403K
- Vision$49K
Sponsor portfolioTH
BLUE TRUST INC.
EIN 85-3932468financial servicesLatest filing 2025
Plans
2
Retirement
1
$36.3M assets
Welfare
1
$566K premiums
Participants
921
1125 SANCTUARY PARKWAY, SUITE 500 - ALPHARETTA, GA 30009770-280-6087bluetrust.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $566K premiums / 750 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA91%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BLUE TRUST INC. RETIREMENT PLAN
401k
Assets$36.3M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUE TRUST INC. WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$566K
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BLUE TRUST INC. RETIREMENT PLAN | 401k | $36.3M | 483 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUE TRUST INC. WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $566K | 750 | 2025 |
Retirement plans
Welfare plans