Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Prescription drug$3.8M
- Vision$431K
- Life$431K
- Short-term disability$431K
- Long-term disability$431K
- +2 more
Sponsor portfolio
ALLIED MANAGEMENT INC.
EIN 30-1007753real estateLatest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$4.5M premiums
Participants
1,606
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 822 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLIED 401(K) PLAN
401k
Assets$15.2M
Participants756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLIED FITTING HEALTH/WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$4.5M
Covered lives822
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLIED 401(K) PLAN | 401k | $15.2M | 756 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLIED FITTING HEALTH/WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $4.5M | 822 | 2025 |
Retirement plans
Welfare plans