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Sponsor portfolio

FRAZIER & DEETER, LLC

EIN 58-1433845-accounting-Latest filing 2025
Plans
2
Retirement
1
$95.4M assets
Welfare
1
$591K premiums
Participants
1,104
1230 PEACHTREE STREET, SUITE 1500 - ATLANTA, GA 30309404-253-7500frazierdeeter.comLinkedIn501-1000 employeesaccounting
Plans on this EIN
2 filings
#001401k-$95.4M - 612 part#501Mixed-$591K - 617 lives

Benefits portfolio analytics

1 plan / $591K premiums / 617 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$364K
  • Vision$364K
  • Long-term disability$113K
  • Other$112K
  • Life$81K
  • Short-term disability$2K
Total $591K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY62%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA35%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $591K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • PATRIOT GROWTH INSURANCE SERVICES86%
  • ERIS VENTURES LLC7%
  • J KEEBS & ASSOCIATES3%
  • MITCHELL HECTOR MORALES1%
  • TODD CLARK LEE1%
  • +3 more
Total $31K8 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

FRAZIER & DEETER, LLC 401(K) PLAN

401k

Assets$95.4M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRAZIER & DEETER, LLC WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$591K
Covered lives617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRAZIER & DEETER, LLC 401(K) PLAN401k$95.4M6122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRAZIER & DEETER, LLC WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$591K6172025
Retirement plans
Welfare plans
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