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Sponsor portfolio

PRISM ONE SOLUTIONS LLC

EIN 92-1007649-Latest filing 2025
Plans
5
Retirement
4
$6.3M assets
Welfare
1
$2.2M premiums
Participants
489
1301 SOLANA BOULEVARD, BUILDING 2, SUITE 2100 - WESTLAKE, TX 76262925-292-8900
Plans on this EIN
5 filings
#002401k-$3.8M - 77 part#001401k-$1.6M - 98 part#005401k-$676K - 37 part#006401k-$230K - 5 part#501Fully Insured-$2.2M - 272 lives

Retirement portfolio analytics

4 plans aggregated / $6.3M assets / 217 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SHARING PLAN (002) (#002)60%
  • PROFIT-SHARING PLAN (001) (#001)25%
  • PROFIT-SHARING PLAN (005) (#005)11%
  • PROFIT-SHARING PLAN (006) (#006)4%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT-SHARING PLAN (001) (#001)98
  • SHARING PLAN (002) (#002)77
  • PROFIT-SHARING PLAN (005) (#005)37
  • PROFIT-SHARING PLAN (006) (#006)5
Total 217Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$248K
  • Vision$248K
  • Life$116K
  • Short-term disability$116K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • BLUE CROSS OF CALIFORNIA65%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • STARMOUNT LIFE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • EXPERTQUOTE, INC.43%
  • PAYAL HARPREET CHADHA40%
  • REUBEN WARNER ASSOCIATES, INC.17%
  • PRISM ONE SOLUTIONS, LLC0%
Total $153K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PRISM ONE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN (002)

401k

Assets$3.8M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PRISM ONE SOLUTIONS, LLC 401(K) PROFIT-SHARING PLAN (001)

401k

Assets$1.6M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PRISM ONE SOLUTIONS 401(K) PROFIT-SHARING PLAN (005)

401k

Assets$676K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PRISM ONE SOLUTIONS 401(K) PROFIT-SHARING PLAN (006)

401k

Assets$230K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRISM ONE SOLUTIONS LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.2M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002PRISM ONE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN (002)401k$3.8M772024
001PRISM ONE SOLUTIONS, LLC 401(K) PROFIT-SHARING PLAN (001)401k$1.6M982024
005PRISM ONE SOLUTIONS 401(K) PROFIT-SHARING PLAN (005)401k$676K372024
006PRISM ONE SOLUTIONS 401(K) PROFIT-SHARING PLAN (006)401k$230K52024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRISM ONE SOLUTIONS LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.2M2722025
Retirement plans
Welfare plans
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