Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FBMC BENEFITS MANGEMENT, INC.
EIN 59-1657263insuranceLatest filing 2024
Plans
3
Retirement
2
$19.8M assets
Welfare
1
$35K premiums
Participants
364
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $19.8M assets / 267 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
55%top
- (Not disclosed)55%
- THE VANGUARD GROUP, INC.45%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $35K premiums / 170 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$23K
- Long-term disability$22K
- Dental$22K
- Vision$22K
- Other$10K
- Life$9K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- SUN LIFE ASSURANCE COMPANY OF CANADA64%
- METROPOLITAN LIFE INSURANCE COMPANY29%
- HARTFORD LIFE AND ACCIDENT7%
- STANDARD INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
82%top
- CENTRO BENEFITS RESEARCH LLC82%
- FBMC BENEFITS MANAGEMENT INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.0M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FBMC BENEFITS MANAGEMENT, INC 401(K) PLAN
401k
Assets$8.8M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$35K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FBMC BENEFITS MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.0M | 116 | 2024 | |
| 002 | FBMC BENEFITS MANAGEMENT, INC 401(K) PLAN | 401k | $8.8M | 151 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FBMC BENEFITS MANAGEMENT, INC. WELFARE BENEFITS PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $35K | 170 | 2024 |
Retirement plans
Welfare plans