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Sponsor portfolioTH

MURPHY FAMILY VENTURES, LLC

EIN 03-0542650-management consulting-Latest filing 2024
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$321K premiums
Participants
1,342
P. O. BOX 1139 - WALLACE, NC 28466910-285-1035murphyfamilyventures.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$32.5M - 942 part#506Mixed-$321K - 662 lives

Benefits portfolio analytics

1 plan / $321K premiums / 662 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$274K
  • Other$229K
  • Vision$47K
  • Short-term disability$44K
  • Long-term disability$44K
Total $321K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY72%
  • COMMUNITY EYE CARE15%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY14%
Total $321K3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • THE WORKSITE GROUP LLC66%
  • FIRST NATIONAL INSURANCE AGENCY30%
  • AON CONSULTING INC2%
  • THE CASON GROUP INC1%
  • ELECTRO MEDICAL SERVICES, INC.0%
Total $54K5 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

MURPHY FAMILY VENTURES, LLC 401(K) PLAN

401k

Assets$32.5M
Participants942
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

MURPHY FAMILY VENTURES LLC EMPLOYEE BENEFITS PLAN

Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$321K
Covered lives662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MURPHY FAMILY VENTURES, LLC 401(K) PLAN401k$32.5M9422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506MURPHY FAMILY VENTURES LLC EMPLOYEE BENEFITS PLANMixedAMERICAN HERITAGE LIFE INSURANCE COMPANY$321K6622024
Retirement plans
Welfare plans
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