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Sponsor portfolioTH

ALSCOTT INC

EIN 82-0326454-investment management-Latest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$2.0M premiums
Participants
448
501 E BAYBROOK COURT - BOISE, ID 837063915208-424-3840alscottinc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$18.4M - 257 part#503Mixed-$2.0M - 251 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • Other$67K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • HARTFORD LIFE AND ACCIDENT3%
  • UNITED HERITAGE LIFE INSURANCE COMPANY1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • BRANDON E. AKERS3%
  • MARSH & MCLENNAN AGENCY LLC-1%
Total $72K3 slices

Plan deep-dives

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

ALSCOTT, INC 401(K) RETIREMENT PLAN

401k

Assets$18.4M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ALSCOTT, INC. EMPLOYEE BENEFITS PLAN

Mixed - REGENCE BLUESHIELD OF IDAHO, INC.

Premiums$2.0M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALSCOTT, INC 401(K) RETIREMENT PLAN401k$18.4M2572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ALSCOTT, INC. EMPLOYEE BENEFITS PLANMixedREGENCE BLUESHIELD OF IDAHO, INC.$2.0M2512025
Retirement plans
Welfare plans
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