Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$56K
- Short-term disability$56K
- Long-term disability$56K
- Other$56K
- Dental$35K
- Vision$9K
Sponsor portfolio
CITYSQUARE
EIN 75-2332948non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$100K premiums
Participants
253
HUMAN RESOURCES, PO BOX 141345 - DALLAS, TX 752141345214-823-8710citysquare.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $100K premiums / 70 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA35%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
77%top
- HOLMES MURPHY & ASSOCIATES77%
- AVANT SPECIALTY BENEFITS LLC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CITYSQUARE
401k
Assets$3.1M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CITYSQUARE EMPLOYEE WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$100K
Covered lives70
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CITYSQUARE | 401k | $3.1M | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CITYSQUARE EMPLOYEE WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $100K | 70 | 2024 |
Retirement plans
Welfare plans