Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ALLAN MYERS, INC.
EIN 23-2966902constructionLatest filing 2024
Plans
3
Retirement
2
$368.1M assets
Welfare
1
$21.7M premiums
Participants
5,715
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $368.1M assets / 3,279 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $21.7M premiums / 2,420 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$19.5M
- Other$2.0M
- Life$1.8M
- Long-term disability$1.8M
- Vision$172K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- AP BENEFIT ADVISORS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN
401k
Assets$210.0M
Participants1,278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ALLAN MYERS HOURLY RETIREMENT PLAN
401k
Assets$158.2M
Participants2,001
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLAN MYERS WELFARE AND FRINGE BENEFIT PLAN
Mixed - INDEPENDENCE BLUE CROSS
Premiums$21.7M
Covered lives2,420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLAN MYERS SALARIED 401(K) RETIREMENT PLAN | 401k | $210.0M | 1,278 | 2024 | |
| 003 | ALLAN MYERS HOURLY RETIREMENT PLAN | 401k | $158.2M | 2,001 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLAN MYERS WELFARE AND FRINGE BENEFIT PLAN | Mixed | INDEPENDENCE BLUE CROSS | $21.7M | 2,420 | 2024 |
Retirement plans
Welfare plans