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Sponsor portfolio

STATISTICS & DATA CORPORATION

EIN 20-3804399-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$34K premiums
Participants
175
63 SOUTH ROCKFORD DR STE 240 - TEMPE, AZ 85288480-632-5468
Plans on this EIN
2 filings
#001401k-$12.1M - 126 part#501Fully Insured-$34K - 49 lives

Benefits portfolio analytics

1 plan / $34K premiums / 49 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$34K
  • Short-term disability$34K
  • Long-term disability$34K
  • Other$34K
Total $34K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $34K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CREST INSURANCE GROUP LLC100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STATISTICS & DATA CORPORATION 401(K) PLAN

401k

Assets$12.1M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STATISTICS & DATA CORPORATION MUTUAL OF OMAHA BENEFITS

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$34K
Covered lives49
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STATISTICS & DATA CORPORATION 401(K) PLAN401k$12.1M1262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STATISTICS & DATA CORPORATION MUTUAL OF OMAHA BENEFITSFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$34K492024
Retirement plans
Welfare plans
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