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Sponsor portfolio

ATLAS LIFT TECH, INC.

EIN 27-0737163-insurance-Latest filing 2024
Plans
2
Retirement
1
$963K assets
Welfare
1
$1.2M premiums
Participants
486
210 PORTER DR., SUITE 300 - SAN RAMON, CA 94583925-655-7717atlastitleco.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$963K - 353 part#501Fully Insured-$1.2M - 261 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Other$27K
  • Long-term disability$26K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $66K1 slice

Plan deep-dives

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

ATLAS LIFT TECH, INC. 401(K) PLAN

401k

Assets$963K
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATLAS LIFT TECH, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ATLAS LIFT TECH, INC. 401(K) PLAN401k$963K3532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATLAS LIFT TECH, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.2M2612024
Retirement plans
Welfare plans
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