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Sponsor portfolio

YELCOT HOLDING GROUP, INC.

EIN 20-4665589-Information-Latest filing 2024
Plans
3
Retirement
2
$29.0M assets
Welfare
1
$929K premiums
Participants
241
P. O. BOX 1970 - MOUNTAIN HOME, AR 726541970870-425-3100
Plans on this EIN
3 filings
#002401k-$27.1M - 73 part#003401k-$1.8M - 44 part#501Fully Insured-$929K - 243 lives

Retirement portfolio analytics

2 plans aggregated / $29.0M assets / 117 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#002)94%
  • YHG DEALERSHIP PLAN (#003)6%
Total $29.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)73
  • YHG DEALERSHIP PLAN (#003)44
Total 117Click row to drill in

Benefits portfolio analytics

1 plan / $929K premiums / 243 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$765K
  • Prescription drug$765K
  • Dental$83K
  • Life$64K
  • Other$55K
  • Long-term disability$38K
Total $929K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • USABLE LIFE6%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
Total $929K3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • TODD GILBERT INC,64%
  • KAREN WOODWARD19%
  • HAROLD SHERRY11%
  • MARIA VANDYKE2%
  • ASI-MH LLC DBA AMERICAN SAFEGUARD2%
  • +2 more
Total $6K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

YELCOT HOLDING GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$27.1M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

YHG DEALERSHIP PLAN

401k

Assets$1.8M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YELCOT HOLDING GROUP, INC. FLEXIBLE BENEFITS PLAN

Fully Insured - ARKANSAS BLUE CROSS AND BLUE SHIELD

Premiums$929K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002YELCOT HOLDING GROUP, INC. 401(K) PROFIT SHARING PLAN401k$27.1M732024
003YHG DEALERSHIP PLAN401k$1.8M442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YELCOT HOLDING GROUP, INC. FLEXIBLE BENEFITS PLANFully InsuredARKANSAS BLUE CROSS AND BLUE SHIELD$929K2432024
Retirement plans
Welfare plans
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