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Sponsor portfolio

ALLBRIDGE

EIN 20-1526712-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$2.7M premiums
Participants
422
2710 WYCLIFF ROAD, SUITE 200 - RALEIGH, NC 27607919-740-5947allbridge.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$15.5M - 235 part#501Fully Insured-$2.7M - 354 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$162K
  • Vision$162K
  • Other$159K
  • Life$158K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • RELIASTAR LIFE INSURANCE COMPANY6%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • DAN COYLE68%
  • MERCER HEALTH AND BENEFITS, LLC29%
  • MOSAIC GROUP SERVICES3%
Total $136K3 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

ALLBRIDGE 401(K) PROFIT SHARING

401k

Assets$15.5M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLBRIDGE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$2.7M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLBRIDGE 401(K) PROFIT SHARING401k$15.5M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLBRIDGE HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$2.7M3542025
Retirement plans
Welfare plans
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