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Sponsor portfolio

ALLIED STONE, INC.

EIN 73-1571695-building materials-Latest filing 2024
Plans
5
Retirement
1
$5.3M assets
Welfare
4
$5.4M premiums
Participants
2,342
4055 VALLEY VIEW LANE SUITE 500, ATTN HUMAN RESOURCES - DALLAS, TX 75244214-838-2225LinkedIn1-10 employeesbuilding materials
Plans on this EIN
5 filings
#001401k-$5.3M - 833 part#501Fully Insured-$1.7M - 504 lives#504Fully Insured-$1.7M - 504 lives#505Fully Insured-$1.7M - 504 lives#502Mixed-$198K - 944 lives

Benefits portfolio analytics

4 plans / $5.4M premiums / 2,456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Dental$5.2M
  • Vision$5.2M
  • Prescription drug$5.2M
  • Life$198K
  • Other$198K
Total $5.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $5.4M1 slice

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • MERCER HEALTH AND BENEFITS, LLC10%
Total $292K2 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

ALLIED STONE, INC. 401(K) PLAN

401k

Assets$5.3M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED STONE HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ALLIED STONE DENTAL PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

ALLIED STONE VISION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ALLIED STONE LIFE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$198K
Covered lives944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED STONE, INC. 401(K) PLAN401k$5.3M8332024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED STONE HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M5042024
504ALLIED STONE DENTAL PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M5042024
505ALLIED STONE VISION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M5042024
502ALLIED STONE LIFE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$198K9442024
Retirement plans
Welfare plans
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