Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$544K
- Other$125K
- Life$106K
- Long-term disability$106K
- Dental$83K
- Vision$83K
- +1 more
Sponsor portfolio
D & A MCRAE, INC.
EIN 26-3454962oil & energyLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$753K premiums
Participants
346
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $753K premiums / 151 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- SUN LIFE ASSURANCE COMPANY OF CANADA72%
- UNITED OF OMAHA LIFE INSURANCE COMPANY16%
- RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA11%
- RECURO HEALTH, INC.1%
Broker market share
Schedule A broker compensation
83%top
- LEAVITT GROUP83%
- GIS BENEFITS INC14%
- GROUP INSURANCE SERVICES INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
D & A MCRAE, INC. 401(K) PLAN
401k
Assets$4.8M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
D&A MCRAE INC HEALTH AND WELFARE WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$753K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | D & A MCRAE, INC. 401(K) PLAN | 401k | $4.8M | 195 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | D&A MCRAE INC HEALTH AND WELFARE WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $753K | 151 | 2025 |
Retirement plans
Welfare plans