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Sponsor portfolio

MEDCOST, LLC

EIN 56-1999192-insurance-Latest filing 2024
Plans
3
Retirement
1
$38.9M assets
Welfare
2
$1.1M premiums
Participants
1,276
165 KIMEL PARK DRIVE - WINSTON-SALEM, NC 271036945336-760-3090medcost.comLinkedIn201-500 employeesinsurance
Plans on this EIN
3 filings
#333401k-$38.9M - 498 part#501Mixed-$744K - 575 lives#503Mixed-$342K - 427 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 1,002 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$681K
  • Other$342K
  • Life$123K
  • Long-term disability$123K
  • Vision$63K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY63%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA23%
  • AFLAC8%
  • COMMUNITY EYE CARE6%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MARSH & MCLENNAN AGENCY LLC86%
  • JILL R LAMBERT14%
  • RYAN SCOTT SHADEL0%
  • JAMES A SCOTT & SON INC0%
  • BRANDON C ADAMS0%
  • +1 more
Total $60K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

MEDCOST 401(K) PLAN

401k

Assets$38.9M
Participants498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDCOST, LLC EMPLOYEE GROUP HEALTH & WELFARE PLAN

Mixed - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$744K
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MEDCOST, LLC LIFE AND DISABILITY PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$342K
Covered lives427
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333MEDCOST 401(K) PLAN401k$38.9M4982024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDCOST, LLC EMPLOYEE GROUP HEALTH & WELFARE PLANMixedBERKLEY LIFE AND HEALTH INSURANCE CO.$744K5752024
503MEDCOST, LLC LIFE AND DISABILITY PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$342K4272024
Retirement plans
Welfare plans
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