Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Other$333K
- Life$268K
- Short-term disability$268K
- Long-term disability$268K
- +2 more
Sponsor portfolio
ALLIANCE SALES & MARKETING/NC, INC.
EIN 20-1308507Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$2.9M premiums
Participants
749
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 296 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- STARMOUNT LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
68%top
- GALLAGHER BENEFIT SERVICES, INC.68%
- MOSAIC GROUP SERVICES19%
- JAMES R NELLIGAN & ASSOCIATES LLC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLIANCE SALES & MARKETING 401(K) PLAN
401k
Assets$19.5M
Participants465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLIANCE SALES & MARKETING/NC, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$2.9M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLIANCE SALES & MARKETING 401(K) PLAN | 401k | $19.5M | 465 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLIANCE SALES & MARKETING/NC, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $2.9M | 296 | 2025 |
Retirement plans
Welfare plans