Carrier market share
Premium dollars by Schedule A carrier
100%top
- HEALTH ALLIANCE MEDICAL PLANS100%
Sponsor portfolio
EXCEPTIONAL PERSONS, INC.
EIN 42-0794846hospital & health careLatest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$1.5M premiums
Participants
590
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 217 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- PDCM INSURANCE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.
401k
Assets$17.1M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP HEALTH AND LIFE FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC.
Mixed - HEALTH ALLIANCE MEDICAL PLANS
Premiums$1.5M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. | 401k | $17.1M | 347 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP HEALTH AND LIFE FOR EMPLOYEES OF EXCEPTIONAL PERSONS, INC. | Mixed | HEALTH ALLIANCE MEDICAL PLANS | $1.5M | 217 | 2025 |
Retirement plans
Welfare plans