Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Other$411K
- Life$264K
- Short-term disability$264K
- Long-term disability$264K
- Dental$262K
- +1 more
Sponsor portfolio
AMERCAREROYAL, LLC
EIN 23-1540260Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$5.8M premiums
Participants
1,407
420 CLOVER MILL ROAD - EXTON, PA 19341610-384-3400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 805 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- STARMOUNT LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- THE EQUINOX AGENCY LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMERCAREROYAL 401(K) PLAN
401k
Assets$28.9M
Participants778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERCAREROYAL, LLC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.8M
Covered lives805
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMERCAREROYAL 401(K) PLAN | 401k | $28.9M | 778 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERCAREROYAL, LLC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.8M | 805 | 2024 |
Retirement plans
Welfare plans