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Sponsor portfolioTH

PARTY REFLECTIONS, INC.

EIN 56-1379734-events services-Latest filing 2024
Plans
3
Retirement
1
$2.3M assets
Welfare
2
$408K premiums
Participants
322
PO BOX 411047 - CHARLOTTE, NC 28241704-927-9735partyreflections.comLinkedIn51-200 employeesevents services
Plans on this EIN
3 filings
#001401k-$2.3M - 116 part#502Self Funded-$255K - 63 lives#501Fully Insured-$153K - 217 lives

Benefits portfolio analytics

2 plans / $408K premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$255K
  • Dental$70K
  • Other$37K
  • Short-term disability$28K
  • Life$25K
  • Vision$9K
  • +1 more
Total $408K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITEDHEALTHCARE INSURANCE COMPANY63%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY18%
  • AMERITAS LIFE INSURANCE CORP.17%
  • COMMUNITY EYE CARE2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $408K5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ECM BENEFITS LLC82%
  • SHEALY BENEFITS SERVICES INC18%
  • PAUL STANLEY JR0%
  • ERIN WIGGINS0%
  • ADVANCED BENEFIT SYSTEM INC0%
  • +3 more
Total $21K8 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

PARTY REFLECTIONS 401(K) PLAN

401k

Assets$2.3M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PARTY REFLECTIONS, INC. GROUP MEDICAL PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$255K
Covered lives63
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PARTY REFLECTIONS, INC. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$153K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTY REFLECTIONS 401(K) PLAN401k$2.3M1162024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PARTY REFLECTIONS, INC. GROUP MEDICAL PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$255K632024
501PARTY REFLECTIONS, INC. HEALTH & WELFARE BENEFIT PLANFully InsuredAMERITAS LIFE INSURANCE CORPORATION$153K2172024
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