PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MCALLISTER & QUINN, LLC
Sponsor portfolio

MCALLISTER & QUINN, LLC

EIN 20-2025596-government relations-Latest filing 2025
Plans
3
Retirement
2
$21.5M assets
Welfare
1
$860K premiums
Participants
323
1625 EYE STREET, NW, SUITE 750 - WASHINGTON, DC 20006202-296-2741jm-aq.comLinkedIn51-200 employeesgovernment relations
Plans on this EIN
3 filings
#001401k-$17.3M - 137 part#002CashBalance-$4.2M - 81 part#501Fully Insured-$860K - 114 lives

Retirement portfolio analytics

2 plans aggregated / $21.5M assets / 218 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • QUINN, LLC 401(K) (#001)80%
  • DEFINED BENEFIT PENSION (#002)20%
Total $21.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • QUINN, LLC 401(K) (#001)137
  • DEFINED BENEFIT PENSION (#002)81
Total 218Click row to drill in

Benefits portfolio analytics

1 plan / $860K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$796K
  • Dental$796K
  • Vision$796K
  • Prescription drug$796K
  • Life$64K
  • Long-term disability$64K
  • +1 more
Total $860K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Total $860K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • ASSUREDPARTNERS4%
  • NATIONAL ENROLLMENT PARTNERS LLC4%
  • CHRISTOPHER MICHAEL SHEALY1%
Total $68K4 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

MCALLISTER & QUINN, LLC 401(K) PLAN

401k

Assets$17.3M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MCALLISTER & QUINN, LLC DEFINED BENEFIT PENSION PLAN

CashBalance

Assets$4.2M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCALLISTER & QUINN, INC. HEALTH & WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$860K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MCALLISTER & QUINN, LLC 401(K) PLAN401k$17.3M1372025
002MCALLISTER & QUINN, LLC DEFINED BENEFIT PENSION PLANCashBalance$4.2M812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCALLISTER & QUINN, INC. HEALTH & WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$860K1142025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica