Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.2M
- Life$714K
- Short-term disability$714K
- Long-term disability$714K
- Other$714K
- Vision$197K
Sponsor portfolio
ESI HOLDINGS, INC.
EIN 86-1432724Latest filing 2025
Plans
2
Retirement
1
$47.1M assets
Welfare
1
$2.1M premiums
Participants
2,637
2200 S. COBALT POINT WAY - MERIDIAN, ID 83642208-362-3040
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 1,233 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- DELTA DENTAL OF CALIFORNIA57%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY34%
- UNITED HERITAGE LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
76%top
- LOCKTON COMPANIES, LLC76%
- UNKNOWN24%
- AARON T. MARSDEN0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ESI HOLDINGS, INC. 401(K) PLAN
401k
Assets$47.1M
Participants1,318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESI HOLDINGS, INC. HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF IDAHO
Premiums$2.1M
Covered lives1,233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESI HOLDINGS, INC. 401(K) PLAN | 401k | $47.1M | 1,318 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESI HOLDINGS, INC. HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF IDAHO | $2.1M | 1,233 | 2025 |
Retirement plans
Welfare plans