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Sponsor portfolio

SASSER COMPANIES

EIN 45-2626401-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$353K premiums
Participants
178
7237 PACE DR - WHITSETT, NC 273779119336-449-1144
Plans on this EIN
2 filings
#001401k-$1.9M - 106 part#501Mixed-$353K - 96 lives

Benefits portfolio analytics

1 plan / $353K premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$246K
  • Dental$59K
  • Other$43K
  • Short-term disability$14K
  • Life$14K
  • Vision$7K
Total $370K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $370K3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MAIN STREET FINANCIAL GROUP75%
  • UNITED PRODUCERS GROUP LLC25%
Total $24K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SASSER COMPANIES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.9M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SASSER COMPANIES, LLC WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$353K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SASSER COMPANIES 401(K) PROFIT SHARING PLAN & TRUST401k$1.9M1062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SASSER COMPANIES, LLC WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$353K962025
Retirement plans
Welfare plans
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