Sponsor portfolio

FIRSTGROUP AMERICA, INC.

EIN 52-2205403Transportation and WarehousingLatest filing 2024

Plans

Retirement

$422.0M assets

Welfare

$23.5M premiums

Participants

104,038

191 ROSA PARKS STREET - CINCINNATI, OH 452022573513-419-2931

Plans on this EIN

3 filings

#002401k-$328.2M - 51,842 part #001TraditionalDB-$93.8M - 2,216 part #501Fully Insured-$23.5M - 47,172 lives

Retirement portfolio analytics

2 plans aggregated / $422.0M assets / 54,058 participants

Assets by plan

Share of aggregate retirement assets

78%top

Participants by plan

Active + retired + deferred vested

INC. RETIREMENT Savings (#002)51,842
AMERICA, INC. PENSION (#001)2,216

Benefits portfolio analytics

1 plan / $23.5M premiums / 47,172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$12.8M
Life$3.6M
Other$3.3M
Short-term disability$2.1M
Dental$1.8M
Stop-loss$1.6M
+3 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

44%top

KAISER FOUNDATION HEALTH PLAN INC44%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY26%
CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
PAN-AMERICAN LIFE INSURANCE COMPANY7%
VISION SERVICE PLAN5%
+3 more

Broker market share

Schedule A broker compensation

Split broker

89%top

FIDELITY HEALTH INSURANCE SERVICES89%
HUB INTERNATIONAL MIDWEST LIMITED7%
HORAN ASSOCIATES INC.2%
LIFETIME BENEFIT SOLUTIONS, INC.1%

Plan deep-dives

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

Retirement#002

FIRST STUDENT, INC. RETIREMENT SAVINGS PLAN

401k

Assets$328.2M

Participants51,842

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001