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Sponsor portfolio

STRATEGIES 360, INC.

EIN 91-1304555-public relations and communications-Latest filing 2024
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.4M premiums
Participants
234
1505 WESTLAKE AVE. N. SUITE 1000 - SEATTLE, WA 981096211206-282-1990strategies360.comLinkedIn51-200 employeespublic relations and communications
Plans on this EIN
2 filings
#001401k-$10.2M - 159 part#501Fully Insured-$1.4M - 101 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$80K
  • Other$70K
  • Life$59K
  • Short-term disability$51K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITED HEALTHCARE INSURANCE COMPANY84%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • UNIVERSITY HEALTH ALLIANCE5%
  • VISION SERVICE PLAN1%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • PARKER SMITH & FEEK INC.94%
  • PSH INSURANCE, INC.5%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $64K3 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

STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$10.2M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STRATEGIES 360 EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN401k$10.2M1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STRATEGIES 360 EMPLOYEE BENEFIT PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.4M1012024
Retirement plans
Welfare plans
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