Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNECT HOLDING II LLC, DBA BRIGHTSPEED
EIN 87-3811759Latest filing 2025
Plans
3
Retirement
2
$2.05B assets
Welfare
1
$5.1M premiums
Participants
27,260
1120 SOUTH TRYON STREET, SUITE 700 - CHARLOTTE, NC 28203704-314-2400
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.05B assets / 22,783 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.1M premiums / 7,434 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.4M
- Life$2.5M
- Long-term disability$1.2M
- Vision$489K
Carrier market share
Premium dollars by Schedule A carrier
71%top
- STANDARD INSURANCE COMPANY71%
- UNITEDHEALTHCARE INSURANCE COMPANY14%
- METROPOLITAN LIFE INSURANCE COMPANY11%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
59%top
- WILLIS TOWERS WATSON US LLC59%
- ADP INC39%
- NFP INSURANCE SERVICES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#200
BRIGHTSPEED PENSION PLAN
CashBalance
Assets$1.70B
Participants18,444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BRIGHTSPEED 401(K) SAVINGS PLAN
401k
Assets$351.5M
Participants4,339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRIGHTSPEED HEALTH AND WELFARE PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$5.1M
Covered lives7,434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 200 | BRIGHTSPEED PENSION PLAN | CashBalance | $1.70B | 18,444 | 2024 | |
| 001 | BRIGHTSPEED 401(K) SAVINGS PLAN | 401k | $351.5M | 4,339 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRIGHTSPEED HEALTH AND WELFARE PLAN | Mixed | STANDARD INSURANCE COMPANY | $5.1M | 7,434 | 2025 |
Retirement plans
Welfare plans