Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.8M
- Health$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Dental$176K
- Life$176K
- +2 more
Sponsor portfolio
USER-FRIENDLY PHONE BOOK, LLC
EIN 20-0308784marketing and advertisingLatest filing 2024
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$1.8M premiums
Participants
256
10200 GROGAN'S MILL ROAD, STE 240 - THE WOODLANDS, TX 77380281-465-5410ufpb.netLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 210 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
65%top
- GALLAGHER BENEFIT SERVICES, INC.65%
- BXS INSURANCE INC35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
USER-FRIENDLY PHONE BOOK SAVINGS PLAN
401k
Assets$8.9M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
USER-FRIENDLY PHONE BOOK, LLC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | USER-FRIENDLY PHONE BOOK SAVINGS PLAN | 401k | $8.9M | 256 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | USER-FRIENDLY PHONE BOOK, LLC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.8M | 210 | 2024 |
Retirement plans
Welfare plans