Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Vision$221K
- Life$221K
- Short-term disability$221K
- Long-term disability$221K
- +2 more
Sponsor portfolio
DAVID SUTHERLAND, LLC
EIN 75-1562936retailLatest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$2.8M premiums
Participants
612
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- DELTA DENTAL OF CALIFORNIA5%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DAVID SUTHERLAND LLC 401(K) PLAN
401k
Assets$18.5M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DAVID SUTHERLAND HEALTH & WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.8M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DAVID SUTHERLAND LLC 401(K) PLAN | 401k | $18.5M | 361 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DAVID SUTHERLAND HEALTH & WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $2.8M | 312 | 2025 |
Retirement plans
Welfare plans