Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$61K
- Life$30K
- Vision$10K
- Long-term disability$10K
- +1 more
Sponsor portfolio
TODD & SARGENT, INC.
EIN 42-1432171constructionLatest filing 2024
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$1.3M premiums
Participants
579
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 252 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- DELTA DENTAL OF CALIFORNIA5%
- STANDARD INSURANCE COMPANY3%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
- EMPLOYEE & FAMILY RESOURCES, INC.0%
Broker market share
Schedule A broker compensation
96%top
- HOLMES MURPHY & ASSOCIATES96%
- SELECT NETWORKS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TODD & SARGENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$21.9M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TODD & SARGENT, INC. WELFARE BENEFIT PLAN
Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$1.3M
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TODD & SARGENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $21.9M | 355 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TODD & SARGENT, INC. WELFARE BENEFIT PLAN | Fully Insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $1.3M | 252 | 2024 |
Retirement plans
Welfare plans