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Sponsor portfolio

SANDBERG, PHOENIX & VON GONTARD P.C

EIN 43-1186987-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$92.9M assets
Welfare
1
$842K premiums
Participants
803
701 MARKET STREET, SUITE 600 - ST. LOUIS, MO 63101314-231-3332
Plans on this EIN
2 filings
#002401k-$92.9M - 444 part#502Mixed-$842K - 360 lives

Benefits portfolio analytics

1 plan / $842K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$413K
  • Other$390K
  • Dental$318K
  • Vision$318K
  • Long-term disability$76K
Total $842K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • METROPOLITAN LIFE INSURANCE COMPANY45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA38%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • COMBINED INSURANCE COMPANY OF AMERICA2%
  • +1 more
Total $842K6 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LOCKTON COMPANIES, LLC68%
  • CBIZ BENEFITS & INSURANCE SERVICES21%
  • ENROLLEASE5%
  • LPL FINANCIAL CORP3%
  • TRUE NETWORK ADVISORS1%
  • +3 more
Total $97K8 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

SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN

401k

Assets$92.9M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SANDBERG PHOENIX & VON GONTARD P.C. WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$842K
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN401k$92.9M4442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SANDBERG PHOENIX & VON GONTARD P.C. WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$842K3602025
Retirement plans
Welfare plans
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