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Sponsor portfolio

FIRST ATLANTIC CORPORATION

EIN 01-0407925-computer software-Latest filing 2024
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$5.2M premiums
Participants
2,342
100 WATERMAN DRIVE, SUITE 401 - SOUTH PORTLAND, ME 04106207-619-7942LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$11.8M - 1,540 part#502Fully Insured-$5.2M - 944 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 944 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Life$376K
  • Short-term disability$376K
  • Long-term disability$376K
  • Other$376K
  • Dental$242K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UPMC HEALTH OPTIONS87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • DELTA DENTAL OF CALIFORNIA5%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $5.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • ROBERT FARNHAM48%
  • CROSS BENEFIT SOLUTIONS28%
  • COMBINED SERVICES LLC23%
Total $159K3 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

FIRST ATLANTIC CORPORATION 401(K) PLAN

401k

Assets$11.8M
Participants1,540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FIRST ATLANTIC CORPORATION HEALTH PLAN TRUST

Fully Insured - COMMUNITY HEALTH OPTIONS

Premiums$5.2M
Covered lives944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIRST ATLANTIC CORPORATION 401(K) PLAN401k$11.8M1,5402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FIRST ATLANTIC CORPORATION HEALTH PLAN TRUSTFully InsuredCOMMUNITY HEALTH OPTIONS$5.2M9442024
Retirement plans
Welfare plans
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