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Sponsor portfolio

BURTON POOLS AND SPAS, LLC

EIN 20-5898963-retail-Latest filing 2024
Plans
3
Retirement
2
$4.3M assets
Welfare
1
$554K premiums
Participants
303
725 S 48TH ST - SPRINGDALE, AR 72762479-242-3373burtonpools.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#001ProfitSharing-$2.2M - 109 part#002CashBalance-$2.1M - 86 part#501Fully Insured-$554K - 143 lives

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 195 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • SPAS, LLC 401(K) (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPAS, LLC 401(K) (#001)109
  • CASH BALANCE PLAN (#002)86
Total 195Click row to drill in

Benefits portfolio analytics

1 plan / $554K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$430K
  • Prescription drug$430K
  • Dental$48K
  • Short-term disability$34K
  • Life$30K
  • Vision$9K
  • +1 more
Total $554K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $554K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $7K1 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

BURTON POOLS AND SPAS, LLC 401(K) PLAN

ProfitSharing

Assets$2.2M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BURTON POOLS AND SPAS, LLC CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURTON POOLS & SPAS LLC

Fully Insured - ARKANSAS BLUE CROSS BLUE SHIELD

Premiums$554K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BURTON POOLS AND SPAS, LLC 401(K) PLANProfitSharing$2.2M1092024
002BURTON POOLS AND SPAS, LLC CASH BALANCE PLANCashBalance$2.1M862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURTON POOLS & SPAS LLCFully InsuredARKANSAS BLUE CROSS BLUE SHIELD$554K1432024
Retirement plans
Welfare plans
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