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Sponsor portfolio

VERTICAL HEALTH SERVICES, LLC

EIN 93-1436517-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$822K premiums
Participants
3,083
15406 MERIDIAN AVENUE E, SUITE 201 - PUYALLUP, WA 98375253-268-2410verticalhealthservices.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.3M - 2,276 part#501Mixed-$822K - 592 lives

Benefits portfolio analytics

1 plan / $822K premiums / 592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$550K
  • Life$345K
  • Short-term disability$345K
  • Long-term disability$345K
  • Dental$272K
  • Vision$272K
Total $822K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • STARMOUNT LIFE INSURANCE COMPANY33%
Total $822K2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • PROPEL INSURANCE AGENCY, LLC62%
  • AGM BENEFITS38%
Total $218K2 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

VERTICAL HEALTH SERVICES 401(K) PLAN

401k

Assets$1.3M
Participants2,276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VERTICAL HEALTH SERVICES, LLC HEALTH BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$822K
Covered lives592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERTICAL HEALTH SERVICES 401(K) PLAN401k$1.3M2,2762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VERTICAL HEALTH SERVICES, LLC HEALTH BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$822K5922025
Retirement plans
Welfare plans
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