Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$163K
- Life$150K
- Long-term disability$150K
- Other$150K
- +1 more
Sponsor portfolio
FALVEY INSURANCE GROUP LTD
EIN 27-2098797insuranceLatest filing 2025
Plans
2
Retirement
1
$18.2M assets
Welfare
1
$3.1M premiums
Participants
443
66 WHITECAP DRIVE - NORTH KINGSTOWN, RI 02852401-675-9224falveyinsurancegroup.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 381 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DELTA DENTAL OF CALIFORNIA5%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
94%top
- GALLAGHER BENEFIT SERVICES, INC.94%
- AJG BENEFIT SERVICES6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$18.2M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FALVEY INSURANCE GROUP HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND
Premiums$3.1M
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | 401k | $18.2M | 216 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FALVEY INSURANCE GROUP HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF RHODE ISLAND | $3.1M | 381 | 2025 |
Retirement plans
Welfare plans