Carrier market share
Premium dollars by Schedule A carrier
100%top
- BLUE CROSS OF CALIFORNIA100%
Sponsor portfolio
A.L. GEORGE LLC
EIN 16-1613705food & beveragesLatest filing 2024
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$222K premiums
Participants
457
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $222K premiums / 142 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- RUSS HEYMAN100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A.L. GEORGE LLC. 401(K) SALARY SAVINGS PLAN
401k
Assets$15.8M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A.L. GEORGE WELFARE PLAN
Self Funded - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$222K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A.L. GEORGE LLC. 401(K) SALARY SAVINGS PLAN | 401k | $15.8M | 315 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A.L. GEORGE WELFARE PLAN | Self Funded | EXCELLUS BLUE CROSS BLUE SHIELD | $222K | 142 | 2024 |
Retirement plans
Welfare plans