PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Alpine Management Services III LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Alpine Management Services III LLC

EIN 27-0368581-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Health & Benefits
1
$255K premiums
Participants
440
1 CALIFORNIA STREET, SUITE 2900 - SAN FRANCISCO, CA 94111415-189-1308
Plans on this EIN
2 filings
#001Profit-sharing-$30.8M - 250 part#501Mixed-$255K - 290 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $255K premiums / 290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$170K
  • Other$85K
  • Vision$60K
  • Life$60K
  • Long-term disability$60K
Total $255K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AMS III 401(K) PLAN

Profit-sharing

Assets$30.8M
Participants250
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALPINE MANAGEMENT SERVICES HEALTH & WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$255K
Covered lives290
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AMS III 401(K) PLANProfit-sharing$30.8M2502025
  • AMS III 401(K) PLAN$30.8M
    #001 · Profit-sharing · 2025250

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALPINE MANAGEMENT SERVICES HEALTH & WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$255K2902025
  • ALPINE MANAGEMENT SERVICES HEALTH & WELFARE PLAN$255K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025290
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica