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Sponsor portfolio

MCCLAM & ASSOCIATES, INC.

EIN 57-0672748-construction-Latest filing 2024
Plans
3
Retirement
1
$3.8M assets
Welfare
2
$321K premiums
Participants
312
1642 HOLY TRINITY CHURCH ROAD - LITTLE MOUNTAIN, SC 29075803-345-9194mcclam.netLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002401k-$3.8M - 116 part#501Self Funded-$263K - 78 lives#502Fully Insured-$59K - 118 lives

Benefits portfolio analytics

2 plans / $321K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$263K
  • Dental$59K
  • Vision$59K
  • Life$59K
  • Other$59K
Total $321K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • COMPANION LIFE INSURANCE COMPANY18%
Total $321K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • PROPEL INSURANCE AGENCY, LLC79%
  • THE CASON GROUP INC21%
Total $11K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCCLAM & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$3.8M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCLAM AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Self Funded - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$263K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MCCLAM AND ASSOCIATES, INC. ANCILLARY BENEFITS PLAN

Fully Insured - COMPANION LIFE INSURANCE COMPANY

Premiums$59K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MCCLAM & ASSOCIATES, INC. 401(K) PLAN401k$3.8M1162024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCLAM AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLANSelf FundedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$263K782024
502MCCLAM AND ASSOCIATES, INC. ANCILLARY BENEFITS PLANFully InsuredCOMPANION LIFE INSURANCE COMPANY$59K1182024
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