Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$365K
- Short-term disability$116K
- Long-term disability$116K
- Life$85K
- Other$85K
- Dental$38K
- +1 more
Sponsor portfolio
CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI
EIN 04-2789202furnitureLatest filing 2024
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$603K premiums
Participants
582
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $603K premiums / 348 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- SUN LIFE ASSURANCE COMPANY OF CANADA61%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- SBR SERVICES LLC3%
- HEALTH PLANS, INC.3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERNIE & PHYL'S FURNITURE RETIREMENT PLAN
401k
Assets$17.9M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BERNIE AND PHYL'S FURNITURE HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$603K
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | 401k | $17.9M | 408 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERNIE AND PHYL'S FURNITURE HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $603K | 348 | 2024 |
Retirement plans
Welfare plans