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Sponsor portfolio

SQUAREPOINT SERVICES US LLC

EIN 92-0625359-Latest filing 2025
Plans
3
Retirement
1
$41.3M assets
Welfare
2
$9.0M premiums
Participants
1,120
250 WEST 55TH STREET - NEW YORK, NY 10019646-868-1577
Plans on this EIN
3 filings
#001401k-$41.3M - 408 part#501Fully Insured-$8.2M - 314 lives#502Fully Insured-$813K - 720 lives

Benefits portfolio analytics

2 plans / $9.0M premiums / 1,034 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.2M
  • Dental$791K
  • Vision$791K
  • Life$791K
  • Short-term disability$791K
  • Long-term disability$791K
  • +1 more
Total $9.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED HELTHCARE INSURANCE COMPANY91%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $9.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $397K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SQUAREPOINT SERVICES US LLC 401(K) PLAN

401k

Assets$41.3M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SQUAREPOINT SERVICES US LLC HEALTH BENEFIT PLAN

Fully Insured - UNITED HELTHCARE INSURANCE COMPANY

Premiums$8.2M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SQUAREPOINT SERVICES US LLC DENTAL, LIFE, DISABILITY, VSION

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$813K
Covered lives720
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SQUAREPOINT SERVICES US LLC 401(K) PLAN401k$41.3M4082024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SQUAREPOINT SERVICES US LLC HEALTH BENEFIT PLANFully InsuredUNITED HELTHCARE INSURANCE COMPANY$8.2M3142025
502SQUAREPOINT SERVICES US LLC DENTAL, LIFE, DISABILITY, VSIONFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$813K7202025
Retirement plans
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