Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
502	BYLER HOLDINGS LLC GROUP MEDICAL PLAN	Self Funded	AVALON INSURANCE COMPANY	$579K	124	2024
503	BYLER HOLDINGS LLC GROUP INSURANCE PLAN	Mixed	DELTA DENTAL OF PANNSYLVANIA	$164K	172	2024

Retirement plans

Welfare plans

Sponsor portfolio

BYLER HOLDINGS, LLC

EIN 46-1473476venture capital & private equityLatest filing 2024

Plans

Retirement

$3.3M assets

Welfare

$743K premiums

Participants

555

118 SPRINGWOOD DRIVE, SUITE 300 - LEBANON, PA 17042717-438-4800bylerholdings.comLinkedIn201-500 employeesventure capital & private equity

Plans on this EIN

3 filings

#001ProfitSharing-$3.3M - 319 part #502Self Funded-$579K - 124 lives #503Mixed-$164K - 172 lives

Benefits portfolio analytics

2 plans / $743K premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$579K
Other$74K
Dental$46K
Short-term disability$35K
Life$32K
Vision$9K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

61%top

AVALON INSURANCE COMPANY61%
EVEREST REINSURANCE COMPANY17%
UNITED OF OMAHA LIFE INSURANCE COMPANY15%
DELTA DENTAL OF CALIFORNIA6%
LIFE INSURANCE COMPANY OF NORTH AMERICA1%

Broker market share

Schedule A broker compensation

Split broker

60%top

MCCONKEY BENEFITS & FINANCIAL SERV60%
M. FINANCIAL HOLDINGS INCORPORATED18%
BENEFITMALL12%
GALLAGHER BENEFIT SERVICES, INC.9%
CENTERSTONE INSURANCE AND FINANCIAL1%

Plan deep-dives

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

Retirement#001

BYLER HOLDINGS 401(K) PLAN

ProfitSharing

Assets$3.3M

Participants319

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#502