Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$677K
- Dental$628K
- Life$463K
- Short-term disability$448K
- Long-term disability$448K
- Vision$69K
Sponsor portfolio
CORGAN ASSOCIATES, INC.
EIN 75-1079692Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$122.8M assets
Welfare
1
$1.3M premiums
Participants
2,410
401 N HOUSTON ST. - DALLAS, TX 75202214-748-2000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,404 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- METROPOLITAN LIFE INSURANCE COMPANY48%
- UNUM LIFE INSURANCE COMPANY OF AMERICA45%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- COMPSYCH1%
- TRUSTMARK INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
98%top
- LOCKTON COMPANIES, LLC98%
- MARSH & MCLENNAN AGENCY LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORGAN ASSOCIATES, INC. 401(K) PLAN
401k
Assets$122.8M
Participants1,399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CORGAN ASSOCIATES WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,404
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORGAN ASSOCIATES, INC. 401(K) PLAN | 401k | $122.8M | 1,399 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CORGAN ASSOCIATES WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.3M | 1,404 | 2024 |
Retirement plans
Welfare plans