Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$239K
- Vision$239K
- Life$83K
- Long-term disability$56K
- Other$17K
Sponsor portfolio
RUSSELL T. BUNDY ASSOCIATES, INC.
EIN 23-1670915consumer goodsLatest filing 2025
Plans
2
Retirement
1
$55.3M assets
Welfare
1
$394K premiums
Participants
1,362
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $394K premiums / 594 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY61%
- LIFE INSURANCE COMPANY OF NORTH AMERICA38%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Broker market share
Schedule A broker compensation
95%top
- MARSH & MCLENNAN AGENCY LLC95%
- THE NIA GROUP5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BUNDY ASSOCIATES RETIREMENT PLAN
401k
Assets$55.3M
Participants768
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
RUSSELL T. BUNDY ASSOCIATES, INC. HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$394K
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BUNDY ASSOCIATES RETIREMENT PLAN | 401k | $55.3M | 768 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | RUSSELL T. BUNDY ASSOCIATES, INC. HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $394K | 594 | 2025 |
Retirement plans
Welfare plans