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Sponsor portfolio

ALPINE MANAGEMENT SERVICES III LLC

EIN 27-0368581-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$274K premiums
Participants
373
1 CALIFORNIA STREET, SUITE 2900 - SAN FRANCISCO, CA 941114016415-189-1308
Plans on this EIN
2 filings
#001ProfitSharing-$22.2M - 184 part#501Mixed-$274K - 292 lives

Benefits portfolio analytics

1 plan / $274K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$153K
  • Other$78K
  • Vision$56K
  • Life$56K
  • Long-term disability$56K
  • Health$44K
  • +1 more
Total $274K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY56%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • KAISER FOUNDATION HEALTH PLAN INC16%
Total $274K3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • MARSH & MCLENNAN AGENCY LLC78%
  • REUBEN WARNER ASSOCIATES, INC.19%
  • ENROLLEASE3%
Total $32K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMS III 401(K) PLAN

ProfitSharing

Assets$22.2M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALPINE MANAGEMENT SERVICES HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$274K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMS III 401(K) PLANProfitSharing$22.2M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALPINE MANAGEMENT SERVICES HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$274K2922024
Retirement plans
Welfare plans
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