PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ATKINS & PEARCE, INC.
Sponsor portfolio

ATKINS & PEARCE, INC.

EIN 61-1252163-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$20.0M assets
Welfare
1
$849K premiums
Participants
610
1 BRAID WAY - COVINGTON, KY 41017859-356-2001
Plans on this EIN
3 filings
#001TraditionalDB-$11.9M - 104 part#002401k-$8.1M - 328 part#501Mixed-$849K - 306 lives

Retirement portfolio analytics

2 plans aggregated / $20.0M assets / 432 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PEARCE RETIREMENT PLAN (#001)59%
  • 401 (K) PLAN (#002)41%
Total $20.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401 (K) PLAN (#002)328
  • PEARCE RETIREMENT PLAN (#001)104
Total 432Click row to drill in

Benefits portfolio analytics

1 plan / $849K premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$355K
  • Stop-loss$250K
  • Other$155K
  • Life$138K
  • Long-term disability$138K
  • Dental$72K
  • +1 more
Total $849K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • RXBENEFITS, INC.42%
  • COMPANION LIFE INSURANCE COMPANY29%
  • RELIASTAR LIFE INSURANCE COMPANY16%
  • DELTA DENTAL OF CALIFORNIA10%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $849K5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CORPORATE PLANS, LLC96%
  • RX BENEFITS4%
Total $42K2 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

ATKINS & PEARCE RETIREMENT PLAN

TraditionalDB

Assets$11.9M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATKINS & PEARCE 401 (K) PLAN

401k

Assets$8.1M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ATKINS & PEARCE, INC. EMPLOYEE BENEFITS PLAN

Mixed - RX BENEFITS

Premiums$849K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ATKINS & PEARCE RETIREMENT PLANTraditionalDB$11.9M1042024
002ATKINS & PEARCE 401 (K) PLAN401k$8.1M3282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ATKINS & PEARCE, INC. EMPLOYEE BENEFITS PLANMixedRX BENEFITS$849K3062024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica