Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$283K
- Life$273K
- Short-term disability$273K
- Long-term disability$273K
- Dental$141K
- Vision$9K
Sponsor portfolio
RICHEY MAY & CO., LLP
EIN 71-0911208accountingLatest filing 2024
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$292K premiums
Participants
555
9780 S MERIDIAN BLVD. SUITE 500 - ENGLEWOOD, CO 80112303-721-6131richeymay.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $292K premiums / 478 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA48%
- SUN LIFE ASSURANCE COMPANY OF CANADA45%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
94%top
- HOLMES MURPHY & ASSOCIATES94%
- ACRISURE LLC3%
- BENEFIT HEALTH ADVISOR2%
- BROWN & BROWN INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GET RICHEY IF YOU MAY WITH OUR 401K PLAN
401k
Assets$26.9M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RICHEY, MAY & CO. LLP EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$292K
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GET RICHEY IF YOU MAY WITH OUR 401K PLAN | 401k | $26.9M | 358 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RICHEY, MAY & CO. LLP EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $292K | 478 | 2024 |
Retirement plans
Welfare plans