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  2. CREWS & ASSOCIATES, INC.
Sponsor portfolioTH

CREWS & ASSOCIATES, INC.

EIN 71-0522369-investment banking-Latest filing 2024
Plans
3
Retirement
1
$47.8M assets
Welfare
2
$382K premiums
Participants
462
521 PRESIDENT CLINTON AVENUE, SUITE 800 - LITTLE ROCK, AR 72201501-978-8650crewsfs.comLinkedIn51-200 employeesinvestment banking
Plans on this EIN
3 filings
#001401k-$47.8M - 220 part#514Mixed-$382K - 269 lives#513Self Funded-0 lives

Benefits portfolio analytics

2 plans / $382K premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$144K
  • Other$108K
  • Long-term disability$77K
  • Vision$26K
  • Short-term disability$26K
Total $382K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • USABLE LIFE31%
  • MANHATTANLIFE14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • +1 more
Total $382K6 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ACRISURE LLC75%
  • BROKER SOLUTIONS INC14%
  • SCOTT ALLISON3%
  • BAFFIN BAY MARKETING GROUP, LLC3%
  • THE HATCHER AGENCY3%
  • +3 more
Total $88K8 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

CREWS & ASSOCIATES INC. 401(K) PLAN

401k

Assets$47.8M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#514

CREWS & ASSOCIATES, INC WELFARE PLAN

Mixed - DELTA DENTAL PLAN OF ARKANSAS

Premiums$382K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

CREWS & ASSOCIATES INC CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CREWS & ASSOCIATES INC. 401(K) PLAN401k$47.8M2202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
514CREWS & ASSOCIATES, INC WELFARE PLANMixedDELTA DENTAL PLAN OF ARKANSAS$382K2692024
513CREWS & ASSOCIATES INC CAFETERIA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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