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Sponsor portfolio

TOM STUART CONSTRUCTION, LLC

EIN 87-0479043-construction-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$942K premiums
Participants
413
259 S RIVERBEND WAY STE 100 - N SALT LAKE, UT 84054801-936-3446tomstuart.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$4.5M - 213 part#501Mixed-$942K - 236 lives

Benefits portfolio analytics

1 plan / $942K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$866K
  • Stop-loss$866K
  • Dental$67K
  • Vision$827
Total $942K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MOTIVHEALTH92%
  • EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC7%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
  • TOTAL DENTAL ADMINISTRATORS HEALTH PLAN, INC.0%
  • EYEMED VISION CARE0%
Total $942K5 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • BROWN & BROWN INSURANCE SERVICES86%
  • GBS BENEFITS INC13%
  • GBS BENEFITS INS AGENCY1%
Total $39K3 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

TOM STUART CONSTRUCTION 401(K) PLAN

401k

Assets$4.5M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOM STUART CONSTRUCTION WELFARE PLAN

Mixed - MOTIVHEALTH INSURANCE COMPANY

Premiums$942K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOM STUART CONSTRUCTION 401(K) PLAN401k$4.5M2132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOM STUART CONSTRUCTION WELFARE PLANMixedMOTIVHEALTH INSURANCE COMPANY$942K2362025
Retirement plans
Welfare plans
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