Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$3.0M
- Dental$210K
- Vision$210K
- Life$137K
- Long-term disability$137K
- Other$137K
Sponsor portfolio
DONNELLY-BOLAND & ASSOCIATES
EIN 25-1685793accountingLatest filing 2025
Plans
2
Retirement
1
$48.4M assets
Welfare
1
$3.3M premiums
Participants
1,060
2801 CUSTER AVENUE, SUITE G - PITTSBURGH, PA 15227412-882-5383donnelly-boland.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 415 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UPMC HEALTH OPTIONS96%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
Broker market share
Schedule A broker compensation
75%top
- LIBERTY INSURANCE SERVICES75%
- DANIEL DESTEFANO17%
- DMC BENEFITS INC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN
401k
Assets$48.4M
Participants579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
DONNELLY-BOLAND AND ASSOCIATES WELFARE BENEFITS PLAN
Mixed - UPMC HEALTH OPTIONS
Premiums$3.3M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DONNELLY-BOLAND AND ASSOCIATES 401(K) SAVINGS PLAN | 401k | $48.4M | 579 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | DONNELLY-BOLAND AND ASSOCIATES WELFARE BENEFITS PLAN | Mixed | UPMC HEALTH OPTIONS | $3.3M | 415 | 2025 |
Retirement plans
Welfare plans