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Sponsor portfolio

BULLISH US LLC

EIN 87-0816490-hospital & health care-Latest filing 2024
Plans
4
Retirement
1
$10.9M assets
Welfare
3
$2.3M premiums
Participants
546
817 BROADWAY, FL 6 - NEW YORK, NY 10003540-998-1529thebullishnurse.comLinkedIn1-10 employeeshospital & health care
Plans on this EIN
4 filings
#001401k-$10.9M - 195 part#501Fully Insured-$2.0M - 278 lives#503Mixed-$154K - 133 lives#502Fully Insured-$111K - 122 lives

Benefits portfolio analytics

3 plans / $2.3M premiums / 533 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Other$154K
  • Life$132K
  • Short-term disability$132K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • DIGITAL INSURANCE LLC90%
  • CENTRO BENEFITS RESEARCH LLC6%
  • ROGERS BENEFIT GROUP INC4%
Total $128K3 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

BULLISH US 401(K) PLAN

401k

Assets$10.9M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BULLISH US LLC HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BULLISH US LLC

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$154K
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BULLISH US LLC

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$111K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BULLISH US 401(K) PLAN401k$10.9M1952024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BULLISH US LLC HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.0M2782024
503BULLISH US LLCMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$154K1332024
502BULLISH US LLCFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$111K1222024
Retirement plans
Welfare plans
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