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Sponsor portfolioWelfare / HealthEIN 45-4084424

BRIDGE INVESTMENT GROUP HOLDINGS LLC

111 EAST SEGO LILY DRIVE · SANDY, UT 84070
8015061141
Plans filed
1
Years active
2018–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
1,052
No prior year
Total participants
597
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.9M
BRIDGE INVESTMENT GROUP HOLDINGS LLC EMPLOYEE BENEFITS PLAN
Mixed1,052 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M22.0%
Dental$1.6M19.2%
Life$1.6M19.2%
Short-term disability$1.6M19.2%
Long-term disability$1.6M19.2%
Vision$111K1.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470246511
DLSTDLTDOth
$1.6M82.6%121,052
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$203K10.7%11455
VISION SERVICE PLAN
EIN 061227840
V
$111K5.8%11440
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$17K0.9%1163

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCTUCSON, AZUNITED OF OMAHA LIFE INSURANCE COMPANY$30K$0$30K48.7%1
FMLASOURCE INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$29K$29K46.6%1
LOVITT AND TOUCHE, INC.TEMPE, AZPRE-PAID LEGAL SERVICES DBA LEGALSHIELD$3K$0$3K4.7%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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