Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.1M
- Dental$200K
- Other$177K
- Vision$176K
- Life$176K
- +2 more
Sponsor portfolio
SPENCER CONSTRUCTION, LLC
EIN 82-4089972constructionLatest filing 2024
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$3.5M premiums
Participants
740
7225 N MONA LISA SUITE 202 - TUCSON, AZ 85741520-219-0498spencerconstructionaz.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 778 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
92%top
- NFP INSURANCE SERVICES INC92%
- BLUE CROSS BLUE SHIELD OF FLORIDA6%
- VELOCITY BENEFITS2%
- SCHILLER & ASSOCIATES LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPENCER CONSTRUCTION 401(K) PLAN
401k
Assets$3.0M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPENCER CONSTRUCTION HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA
Premiums$3.5M
Covered lives778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPENCER CONSTRUCTION 401(K) PLAN | 401k | $3.0M | 288 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPENCER CONSTRUCTION HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ARIZONA | $3.5M | 778 | 2024 |
Retirement plans
Welfare plans