Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$62K
- Life$48K
- Long-term disability$48K
- Short-term disability$8K
Sponsor portfolioTH
YEH AND ASSOCIATES, INC.
EIN 84-1498347civil engineeringLatest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$62K premiums
Participants
310
2000 CLAY STREET, SUITE 200 - DENVER, CO 80211303-781-9590jfsato.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $62K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY77%
- AFLAC13%
- U.S. LEGAL SERVICES, INC.10%
Broker market share
Schedule A broker compensation
87%top
- HOLMES MURPHY & ASSOCIATES87%
- PATRICIA DOYLE4%
- JERDIE R CROSSLAND3%
- KIMBERLY SCOTT3%
- LAURA M MARCOTTE2%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
YEH AND ASSOCIATES, INC. 401(K) PLAN
401k
Assets$13.4M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
YEH AND ASSOCIATES, INC. HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$62K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YEH AND ASSOCIATES, INC. 401(K) PLAN | 401k | $13.4M | 186 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | YEH AND ASSOCIATES, INC. HEALTH & WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $62K | 124 | 2025 |
Retirement plans
Welfare plans