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Sponsor portfolio

I AM BOUNDLESS, INC.

EIN 90-0817260-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$1.5M premiums
Participants
3,440
445 EAST DUBLIN GRANVILLE ROAD, BUILDING H - WORTHINGTON, OH 43085614-844-3800iamboundless.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$13.3M - 1,958 part#501Fully Insured-$1.5M - 3,034 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 3,034 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Dental$1.4M
  • Vision$1.4M
  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA89%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • COMPSYCH4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • THE JAMES B OSWALD COMPANY0%
  • RONALD E. WOLFINGER0%
Total $211K3 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

I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.3M
Participants1,958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

I AM BOUNDLESS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives3,034
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001I AM BOUNDLESS, INC. 401(K) PROFIT SHARING PLAN401k$13.3M1,9582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501I AM BOUNDLESS HEALTH AND WELFARE BENEFIT PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.5M3,0342025
Retirement plans
Welfare plans
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