PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MICHAEL SULLIVAN & ASSOCIATES
Sponsor portfolio

MICHAEL SULLIVAN & ASSOCIATES

EIN 46-0904871-law practice-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$2.9M premiums
Participants
534
7120 N. WHITNEY AVE., SUITE #105 - FRESNO, CA 93720310-337-4480sullivanattorneys.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$16.7M - 314 part#501Fully Insured-$2.9M - 309 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.3M
  • Long-term disability$109K
  • Other$53K
  • Life$50K
  • Short-term disability$22K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • CULTURE INSURANCE SVCS LLC76%
  • 28 INSURANCE AGENCY15%
  • MODERN REIGN INSURANCE BROKERS8%
  • TIPPETT MOORHEAD & HADEN1%
  • M FINANCIAL HOLDINGS INC0%
  • +1 more
Total $126K6 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

MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$16.7M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MICHAEL SULLIVAN & ASSOCIATES BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)

Premiums$2.9M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MICHAEL SULLIVAN & ASSOCIATES 401(K) PROFIT SHARING PLAN401k$16.7M3142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MICHAEL SULLIVAN & ASSOCIATES BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA)$2.9M3092025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica