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Sponsor portfolio

PARTNERHERO NORTH AMERICA, LLC

EIN 99-5065180-computer software-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$415K premiums
Participants
1,065
250 SOUTH 5TH STREET, SUITE 400 - BOISE, ID 83702888-968-2767partnershomes.comLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filings
#001401k-$3.4M - 397 part#505Mixed-$415K - 655 lives

Benefits portfolio analytics

1 plan / $415K premiums / 655 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$267K
  • Short-term disability$267K
  • Long-term disability$267K
  • Other$267K
  • Dental$120K
  • Vision$27K
Total $415K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE7%
Total $415K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • GALLAGHER BENEFIT SERVICES, INC.76%
  • EA LEGACY LLC24%
Total $100K2 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

PARTNER HERO 401(K) PLAN

401k

Assets$3.4M
Participants397
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PARTNERHERO NORTH AMERICA, LLC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$415K
Covered lives655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNER HERO 401(K) PLAN401k$3.4M3972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PARTNERHERO NORTH AMERICA, LLC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$415K6552025
Retirement plans
Welfare plans
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