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Sponsor portfolio

NICHOLS CAULEY & ASSOCIATES, LLC

EIN 58-2475857-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$34.6M assets
Welfare
1
$266K premiums
Participants
457
1300 BELLEVUE AVENUE - DUBLIN, GA 310214152478-275-1163
Plans on this EIN
2 filings
#001401k-$34.6M - 245 part#502Fully Insured-$266K - 390 lives

Benefits portfolio analytics

1 plan / $266K premiums / 390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$153K
  • Vision$153K
  • Life$153K
  • Other$153K
  • Short-term disability$65K
  • Long-term disability$48K
Total $266K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • METROPOLITAN LIFE INSURANCE COMPANY58%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY42%
Total $266K2 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS44%
  • AVANTAX INSURANCE SERVICES, INC43%
  • WATCHTOWER BENEFITS, LLC7%
  • REED HEADLEY SCHNITTKER6%
Total $40K4 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

NICHOLS CAULEY & ASSOCIATES LLC 401K

401k

Assets$34.6M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

NICHOLS CAULEY & ASSOCIATES, LLC WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$266K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NICHOLS CAULEY & ASSOCIATES LLC 401K401k$34.6M2452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502NICHOLS CAULEY & ASSOCIATES, LLC WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$266K3902024
Retirement plans
Welfare plans
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