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Sponsor portfolio

YORKTOWN SYSTEMS GROUP

EIN 20-0530959-defense & space-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.8M premiums
Participants
973
350 VOYAGER WAY, SUITE 110 - HUNTSVILLE, AL 35806256-679-0798LinkedIn1-10 employeesdefense & space
Plans on this EIN
2 filings
#001401k-$18.1M - 662 part#504Fully Insured-$1.8M - 397 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Other$164K
  • Life$155K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • UNITED AMERICAN INSURANCE COMPANY17%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
  • TELADOC0%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • USI INSURANCE SERVICES LLC54%
  • LAKESHORE BENEFIT ALLIANCE LLC22%
  • SURETY MARKETING & CONSULTING18%
  • LBA SERVICE LLC4%
  • UNKNOWN2%
Total $82K5 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

YORKTOWN SYSTEMS GROUP 401(K) PLAN

401k

Assets$18.1M
Participants662
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

YORKTOWN SYSTEMS GROUP CAFETERIA PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$1.8M
Covered lives397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YORKTOWN SYSTEMS GROUP 401(K) PLAN401k$18.1M6622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504YORKTOWN SYSTEMS GROUP CAFETERIA PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF ALABAMA$1.8M3972025
Retirement plans
Welfare plans
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