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Sponsor portfolio

FAMILY PHYSICIANS OF GREELEY, PROFESSIONAL L.L.P.

EIN 84-0617514-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$24.6M assets
Welfare
1
$32K premiums
Participants
207
6801 W. 20TH STREET., SUITE 101 - GREELEY, CO 806349640970-378-8004
Plans on this EIN
2 filings
#001401k-$24.6M - 124 part#501Fully Insured-$32K - 83 lives

Benefits portfolio analytics

1 plan / $32K premiums / 83 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$32K
  • Short-term disability$32K
  • Long-term disability$32K
Total $32K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $32K1 slice

Broker market share

Schedule A broker compensation

Split broker
77%top
  • SHIRAZI-MILLER BENEFITS LLC77%
  • NATIONAL BENEFIT CENTER23%
Total $7K2 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

FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$24.6M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAMILY PHYSICIANS OF GREELEY LLP DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$32K
Covered lives83
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY PHYSICIANS, L.L.P. 401(K) PROFIT SHARING PLAN & TRUST401k$24.6M1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAMILY PHYSICIANS OF GREELEY LLP DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$32K832024
Retirement plans
Welfare plans
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