Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLEN TATE REAL ESTATE, LLC
EIN 83-2095449real estateLatest filing 2024
Plans
3
Retirement
2
$22.6M assets
Welfare
1
$2.7M premiums
Participants
671
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $22.6M assets / 417 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.7M premiums / 256 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$145K
- Long-term disability$47K
- Life$40K
- Other$39K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
95%top
- ALLEN TATE INSURANCE SERVICES, LLC95%
- MERCER HEALTH AND BENEFITS, LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLEN TATE COMPANIES RETIREMENT PLAN
401k
Assets$17.3M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEVERLY-HANKS & ASSOCIATES PROFIT SHARING PLAN
401k
Assets$5.3M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLEN TATE COMPANY CAFETERIA PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.7M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLEN TATE COMPANIES RETIREMENT PLAN | 401k | $17.3M | 348 | 2024 | |
| 002 | BEVERLY-HANKS & ASSOCIATES PROFIT SHARING PLAN | 401k | $5.3M | 69 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLEN TATE COMPANY CAFETERIA PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.7M | 256 | 2024 |
Retirement plans
Welfare plans