PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Buckingham Asset Management, LLC
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Buckingham Asset Management, LLC

EIN 20-8306720-Latest filing 2024
Plans
1
Retirement
0
Health & Benefits
1
$8.0M premiums
Participants
1,407
8182 MARYLAND AVE., SUITE 500 - ST. LOUIS, MO 63105314-725-0455
Plans on this EIN
1 filing
#503Mixed-$8.0M - 1,395 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $8.0M premiums / 1,395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Life$371K
  • Long-term disability$371K
  • Other$371K
Total $8.0M4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Health & Benefits#503

BUCKINGHAM STRATEGIC WEALTH'S HEALTH & WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.0M
Covered lives1,395
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BUCKINGHAM STRATEGIC WEALTH'S HEALTH & WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$8.0M1,3952024
  • BUCKINGHAM STRATEGIC WEALTH'S HEALTH & WELFARE BENEFIT PLAN$8.0M
    #503 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20241,395
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica