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Sponsor portfolio

STORAGE ASSET MANAGEMENT, LLC

EIN 27-2449301-management consulting-Latest filing 2024
Plans
3
Retirement
1
$7.4M assets
Welfare
2
$1.8M premiums
Participants
1,754
3501 CONCORD ROAD, SUITE 350 - YORK, PA 17402717-779-0044storageassetmanagement.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
3 filings
#001401k-$7.4M - 718 part#501Self Funded-$897K - 330 lives#502Mixed-$879K - 705 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 1,035 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$897K
  • Dental$879K
  • Vision$879K
  • Short-term disability$879K
  • Long-term disability$879K
  • Other$879K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITEDHEALTHCARE INSURANCE COMPANY50%
  • SUN LIFE ASSURANCE COMPANY OF CANADA50%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.65%
  • JAMES R NELLIGAN & ASSOCIATES LLC35%
Total $107K2 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

STORAGE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$7.4M
Participants718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STORAGE ASSET MANAGEMENT, LLC HEALTH & WELFARE PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$897K
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

STORAGE ASSET MANAGEMENT, LLC GROUP INSURANCE PLAN (502)

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$879K
Covered lives705
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STORAGE ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN401k$7.4M7182024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STORAGE ASSET MANAGEMENT, LLC HEALTH & WELFARE PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$897K3302024
502STORAGE ASSET MANAGEMENT, LLC GROUP INSURANCE PLAN (502)MixedSUN LIFE ASSURANCE COMPANY OF CANADA$879K7052024
Retirement plans
Welfare plans
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