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Sponsor portfolio

ACTION FACILITIES MANAGEMENT, INC.

EIN 32-0062671-facilities services-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$1.1M premiums
Participants
484
115 MALONE AVENUE - MORGANTOWN, WV 26501304-599-6850actionfacilities.comLinkedIn201-500 employeesfacilities services
Plans on this EIN
2 filings
#002401k-$6.1M - 264 part#502Fully Insured-$1.1M - 220 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Health$1.1M
  • Other$84K
  • Vision$65K
  • Life$65K
  • Short-term disability$65K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MARSH & MCLENNAN AGENCY LLC88%
  • GIS BENEFITS INC12%
Total $48K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ACTION FACILITIES MANAGEMENT RETIREMENT SAVINGS PLAN

401k

Assets$6.1M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ACTION FACILITIES MANAGEMENT, INC. HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA

Premiums$1.1M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ACTION FACILITIES MANAGEMENT RETIREMENT SAVINGS PLAN401k$6.1M2642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ACTION FACILITIES MANAGEMENT, INC. HEALTH AND WELFARE PLANFully InsuredHIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINIA$1.1M2202025
Retirement plans
Welfare plans
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