Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$2.4M
- Vision$2.4M
- Prescription drug$2.4M
- Life$54K
- Other$54K
- +2 more
Sponsor portfolio
PLANSEE USA, LLC
EIN 86-1098359machineryLatest filing 2025
Plans
2
Retirement
1
$26.8M assets
Welfare
1
$2.5M premiums
Participants
359
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US 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
PLANSEE EMPLOYEE SAVINGS & PROTECTION PLAN
401k
Assets$26.8M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PLANSEE USA, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.5M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLANSEE EMPLOYEE SAVINGS & PROTECTION PLAN | 401k | $26.8M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PLANSEE USA, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.5M | 246 | 2025 |
Retirement plans
Welfare plans