Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$2.4M
- Prescription drug$2.4M
- Life$143K
- Short-term disability$143K
- Long-term disability$143K
- +2 more
Sponsor portfolio
ALLEGIANCE FUNDRAISING
EIN 82-3042218fund-raisingLatest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$2.6M premiums
Participants
408
4840 AMBER VALLEY PARKWAY S, SUITE. C - FARGO, ND 58104701-499-7743allegiancefundraising.comLinkedIn51-200 employeesfund-raising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 246 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- STANDARD INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
93%top
- HOLMES MURPHY & ASSOCIATES93%
- AVANT SPECIALTY BENEFITS LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLEGIANCE FUNDRAISING LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$22.3M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLEGIANCE FUNDRAISING HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$2.6M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLEGIANCE FUNDRAISING LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $22.3M | 229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLEGIANCE FUNDRAISING HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $2.6M | 246 | 2025 |
Retirement plans
Welfare plans