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Sponsor portfolio

ACTION ENTERPRISE HOLDINGS, LLC

EIN 82-3184072-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$968K premiums
Participants
952
204 20TH STREET NORTH - BIRMINGHAM, AL 35203205-263-7293
Plans on this EIN
2 filings
#001401k-$15.9M - 558 part#501Mixed-$968K - 336 lives

Benefits portfolio analytics

1 plan / $968K premiums / 336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$968K
  • Life$709K
  • Short-term disability$709K
  • Long-term disability$709K
  • Vision$259K
Total $968K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA73%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA27%
  • HEALTHJOY0%
  • DRIVERS LEGAL PLAN, LTD0%
Total $968K4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • THE BALDWIN GROUP WEST LLC73%
  • STEALTH PARTNER GROUP LLC7%
  • NATIONAL ENROLLMENT SERVICES5%
  • UNKNOWN5%
  • BKS PARTNERS4%
  • +2 more
Total $66K7 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

ACTION ENTERPRISE 401(K) PLAN

401k

Assets$15.9M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACTION ENTERPRISE HOLDINGS, LLC HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$968K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACTION ENTERPRISE 401(K) PLAN401k$15.9M5582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACTION ENTERPRISE HOLDINGS, LLC HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$968K3362025
Retirement plans
Welfare plans
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