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Sponsor portfolio

ALCO MANAGEMENT, INC.

EIN 62-0951782-real estate-Latest filing 2024
Plans
3
Retirement
1
$10.5M assets
Welfare
2
$625K premiums
Participants
545
35 UNION AVENUE #200 - MEMPHIS, TN 38103901-526-1211alcomgt.comLinkedIn201-500 employeesreal estate
Plans on this EIN
3 filings
#001401k-$10.5M - 291 part#502Self Funded-$356K - 187 lives#508Mixed-$269K - 294 lives

Benefits portfolio analytics

2 plans / $625K premiums / 481 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$356K
  • Dental$101K
  • Short-term disability$45K
  • Health$44K
  • Life$41K
  • Long-term disability$39K
  • +2 more
Total $625K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HCC LIFE INSURANCE COMPANY50%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • DELTA DENTAL OF CALIFORNIA16%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN3%
Total $625K5 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • JAS D COLLIER & CO73%
  • ALLIANT INSURANCE SERVICES, INC.27%
Total $48K2 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

ALCO MANAGEMENT, INC. 401(K) PLAN

401k

Assets$10.5M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALCO MANAGEMENT, INC. HEALTH PLAN AND TRUST

Self Funded - HCC LIFE INSURANCE COMPANY

Premiums$356K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

ALCO MANAGEMENT, INC. HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF TENNESSEE

Premiums$269K
Covered lives294
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALCO MANAGEMENT, INC. 401(K) PLAN401k$10.5M2912024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALCO MANAGEMENT, INC. HEALTH PLAN AND TRUSTSelf FundedHCC LIFE INSURANCE COMPANY$356K1872024
508ALCO MANAGEMENT, INC. HEALTH AND WELFARE PLANMixedDELTA DENTAL OF TENNESSEE$269K2942024
Retirement plans
Welfare plans
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