Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$129K
- Life$125K
- Short-term disability$125K
- Long-term disability$125K
- Vision$39K
Sponsor portfolio
BRIGHTON JONES, LLC
EIN 91-2007475financial servicesLatest filing 2025
Plans
2
Retirement
1
$44.9M assets
Welfare
1
$168K premiums
Participants
677
2030 1ST AVE 3RD FLOOR - SEATTLE, WA 98121206-258-5000brightonjones.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $168K premiums / 315 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA75%
- VISION SERVICE PLAN23%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRIGHTON JONES, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$44.9M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BRIGHTON JONES, LLC HEALTH & WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$168K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIGHTON JONES, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $44.9M | 362 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BRIGHTON JONES, LLC HEALTH & WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $168K | 315 | 2025 |
Retirement plans
Welfare plans