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Sponsor portfolio

BLUUM USA, INC

EIN 86-0716114-Latest filing 2025
Plans
2
Retirement
1
$24.2M assets
Welfare
1
$926K premiums
Participants
927
1771 ENERGY PARK DRIVE, SUITE 100 - ST. PAUL, MN 55108602-437-7240
Plans on this EIN
2 filings
#001401k-$24.2M - 523 part#501Fully Insured-$926K - 514 lives

Benefits portfolio analytics

1 plan / $926K premiums / 514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$743K
  • Prescription drug$542K
  • Dental$200K
  • Vision$200K
  • Life$183K
  • Short-term disability$183K
  • +2 more
Total $926K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • AETNA LIFE INSURANCE COMPANY80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Total $926K2 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • PATRIOT GROWTH INSURANCE SERVICES26%
Total $58K2 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

BLUUM 401(K) PLAN

401k

Assets$24.2M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUUM USA, INC WELFARE BENEFITS PLAN

Fully Insured - BANNER HEALTH AND AETNA HEALTH

Premiums$926K
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUUM 401(K) PLAN401k$24.2M5232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUUM USA, INC WELFARE BENEFITS PLANFully InsuredBANNER HEALTH AND AETNA HEALTH$926K5142025
Retirement plans
Welfare plans
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