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  2. CARR,ALLISON,OLIVER & SISSON,PC
Sponsor portfolio

CARR,ALLISON,OLIVER & SISSON,PC

EIN 72-1351859-Latest filing 2025
Plans
4
Retirement
2
$102.2M assets
Welfare
2
$921K premiums
Participants
1,174
100 VESTAVIA PKWY, STE 200 - BIRMINGHAM, AL 35216205-822-2006
Plans on this EIN
4 filings
#001401k-$88.6M - 416 part#003CashBalance-$13.7M - 178 part#503Fully Insured-$733K - 310 lives#502Fully Insured-$189K - 318 lives

Retirement portfolio analytics

2 plans aggregated / $102.2M assets / 594 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • CASH BALANCE PLAN (#003)13%
Total $102.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)416
  • CASH BALANCE PLAN (#003)178
Total 594Click row to drill in

Benefits portfolio analytics

2 plans / $921K premiums / 628 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$619K
  • Stop-loss$619K
  • Dental$114K
  • Vision$114K
Total $733K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY85%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
Total $733K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • YEARY & MOORE, LLC82%
  • GIS BENEFITS INC18%
Total $35K2 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

CARR, ALLISON, OLIVER & SISSON, PC 401(K) PROFIT SHARING PLAN

401k

Assets$88.6M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CARR ALLISON CASH BALANCE PLAN

CashBalance

Assets$13.7M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CARR,ALLISON,OLIVER & SISSON,PC HEALTH PLAN

Fully Insured - BERKLEY LIFE AND HEALTH INSURANCE CO.

Premiums$733K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CARR, ALLISON, OLIVER & SISSON, PC LIFE/LONG TERM DISABILITY

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$189K
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CARR, ALLISON, OLIVER & SISSON, PC 401(K) PROFIT SHARING PLAN401k$88.6M4162024
003CARR ALLISON CASH BALANCE PLANCashBalance$13.7M1782024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CARR,ALLISON,OLIVER & SISSON,PC HEALTH PLANFully InsuredBERKLEY LIFE AND HEALTH INSURANCE CO.$733K3102025
502CARR, ALLISON, OLIVER & SISSON, PC LIFE/LONG TERM DISABILITYFully InsuredSYMETRA LIFE INSURANCE COMPANY$189K3182024
Retirement plans
Welfare plans
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