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Sponsor portfolio

BRAILSFORD & DUNLAVEY, INC.

EIN 52-1847085-architecture & planning-Latest filing 2024
Plans
3
Retirement
2
$44.9M assets
Welfare
1
$3.5M premiums
Participants
626
1220 19TH STREET NW, SUITE 400 - WASHINGTON, DC 200364014202-266-3448bdconnect.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$44.9M - 466 part#002CashBalance-$13K - 2 part#501Fully Insured-$3.5M - 510 lives

Retirement portfolio analytics

2 plans aggregated / $44.9M assets / 468 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • DUNLAVEY, INC. 401(K) (#001)100%
  • CASH BALANCE PENSION (#002)0%
Total $44.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DUNLAVEY, INC. 401(K) (#001)466
  • CASH BALANCE PENSION (#002)2
Total 468Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 510 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Dental$3.3M
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • Other$189K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $178K1 slice

Plan deep-dives

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

BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN

401k

Assets$44.9M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BRAILSFORD & DUNLAVEY, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$13K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRAILSFORD & DUNLAVEY, INC. WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$3.5M
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BRAILSFORD & DUNLAVEY, INC. 401(K) PLAN401k$44.9M4662024
002BRAILSFORD & DUNLAVEY, INC. CASH BALANCE PENSION PLANCashBalance$13K22024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRAILSFORD & DUNLAVEY, INC. WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$3.5M5102024
Retirement plans
Welfare plans
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