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  2. ALAN RITCHEY, INC.
Sponsor portfolio

ALAN RITCHEY, INC.

EIN 75-1623377-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$617K premiums
Participants
980
740 SOUTH FRONTAGE ROAD - VALLEY VIEW, TX 76272940-726-3276alberfield.com.auLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$21.7M - 836 part#501Mixed-$617K - 195 lives

Benefits portfolio analytics

1 plan / $617K premiums / 195 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$508K
  • Dental$95K
  • Vision$95K
  • Life$14K
Total $617K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
Total $617K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN

401k

Assets$21.7M
Participants836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALAN RITCHEY EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$617K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN401k$21.7M8362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALAN RITCHEY EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$617K1952025
Retirement plans
Welfare plans
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