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Sponsor portfolio

CONCORD III, LLC DBA CONCORD TECHNOLOGIES

EIN 91-1841637-Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$1.9M premiums
Participants
280
2025 1ST AVE, STE 800 - SEATTLE, WA 98121206-441-3346
Plans on this EIN
2 filings
#001401k-$15.5M - 139 part#501Fully Insured-$1.9M - 154 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$83K
  • Other$83K
  • Long-term disability$45K
  • Vision$14K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • THE PARTNERS GROUP100%
  • ASSUREX GLOBAL CORPORATION0%
Total $109K2 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

DON'T GIVE UP THE SHIP OR YOUR 401(K) PLAN AND TRUST

401k

Assets$15.5M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONCORD III, LLC DBA CONCORD TECHNOLOGIES EMPLOYEE BENEFIT PLAN

Fully Insured - PREMERA BLUE CROSS

Premiums$1.9M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DON'T GIVE UP THE SHIP OR YOUR 401(K) PLAN AND TRUST401k$15.5M1392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONCORD III, LLC DBA CONCORD TECHNOLOGIES EMPLOYEE BENEFIT PLANFully InsuredPREMERA BLUE CROSS$1.9M1542025
Retirement plans
Welfare plans
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