Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Vision$2.1M
- Dental$111K
- Short-term disability$53K
- Life$51K
- Long-term disability$14K
Sponsor portfolio
FIDUCIARY REAL ESTATE DEVELOPMENT, INC
EIN 39-1502923real estateLatest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$2.4M premiums
Participants
589
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- ANTHEM LIFE INSURANCE COMPANY91%
- DELTA DENTAL OF CALIFORNIA5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
57%top
- USI INSURANCE SERVICES LLC57%
- R & R INSURANCE SERVICES INC43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
FIDUCIARY REAL ESTATE DEVELOPMENT, INC. 401(K) PLAN
401k
Assets$18.4M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FIDUCIARY REAL ESTATE DEVELOPMENT INC
Fully Insured - ANTHEM BLUE CROSS AND BLUE SHIELD
Premiums$2.4M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | FIDUCIARY REAL ESTATE DEVELOPMENT, INC. 401(K) PLAN | 401k | $18.4M | 336 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FIDUCIARY REAL ESTATE DEVELOPMENT INC | Fully Insured | ANTHEM BLUE CROSS AND BLUE SHIELD | $2.4M | 253 | 2025 |
Retirement plans
Welfare plans