Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$100.7M
- CASH BALANCE PLAN (#003)$14.6M
Filings through .
Carr, Allison, Oliver & Sisson, P.C.
EIN 72-1351859Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
2
$115.4M assets
Health & Benefits
2
$945K premiums
Participants
1,366
100 VESTAVIA PKWY - BIRMINGHAM, AL 35216205-822-2006
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $115.4M assets / 786 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $945K premiums / 628 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$619K
- Stop-loss$619K
- Life$213K
- Short-term disability$213K
- Long-term disability$213K
- Other$213K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CARR, ALLISON, OLIVER & SISSON, PC 401(K) PROFIT SHARING PLAN
401(k)
Assets$100.7M
Participants471
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CARR ALLISON CASH BALANCE PLAN
Cash balance
Assets$14.6M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
CARR,ALLISON,OLIVER & SISSON,PC HEALTH PLAN
Fully insured - BERKLEY LIFE AND HEALTH INSURANCE CO.
Premiums$733K
Covered lives310
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
CARR, ALLISON, OLIVER & SISSON, PC LIFE/LONG TERM DISABILITY
Fully insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$213K
Covered lives318
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CARR, ALLISON, OLIVER & SISSON, PC 401(K) PROFIT SHARING PLAN | 401(k) | $100.7M | 471 | 2025 |
| #003 | CARR ALLISON CASH BALANCE PLAN | Cash balance | $14.6M | 315 | 2025 |
- #001 · 401(k) · 2025471
- #003 · Cash balance · 2025315
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | CARR,ALLISON,OLIVER & SISSON,PC HEALTH PLAN | Fully insured | BERKLEY LIFE AND HEALTH INSURANCE CO. | $733K | 310 | 2025 |
| #502 | CARR, ALLISON, OLIVER & SISSON, PC LIFE/LONG TERM DISABILITY | Fully insured | SYMETRA LIFE INSURANCE COMPANY | $213K | 318 | 2025 |
- #503 · Fully insured · BERKLEY LIFE AND HEALTH INSURANCE CO. · 2025310
- #502 · Fully insured · SYMETRA LIFE INSURANCE COMPANY · 2025318
Retirement plans
Health & Benefits plans