Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Other$3.2M
- Life$3.1M
- Short-term disability$3.1M
- Long-term disability$3.1M
- +2 more
Sponsor portfolio
ASSOCIATIONS, INC
EIN 75-3014941Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
1
$129.6M assets
Welfare
1
$9.0M premiums
Participants
12,327
2301 N GREENVILLE AVE., 4TH FLOOR - RICHARDSON, TX 75082214-953-3009
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.0M premiums / 5,122 covered livesCarrier market share
Premium dollars by Schedule A carrier
36%top
- KAISER FOUNDATION HEALTH PLAN INC36%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA34%
- DELTA DENTAL OF CALIFORNIA22%
- VISION SERVICE PLAN5%
- ALPHA DENTAL PROGRAMS, INC.2%
- +2 more
Broker market share
Schedule A broker compensation
40%top
- OPTAVISE, LLC40%
- HOLMES MURPHY & ASSOCIATES34%
- USI INSURANCE SERVICES LLC25%
- ASSOCIA1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSOCIA, INC. 401(K) PLAN
401k
Assets$129.6M
Participants8,516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASSOCIA EMPLOYEE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$9.0M
Covered lives5,122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSOCIA, INC. 401(K) PLAN | 401k | $129.6M | 8,516 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASSOCIA EMPLOYEE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $9.0M | 5,122 | 2024 |
Retirement plans
Welfare plans