Sponsor portfolio

ADC MANAGEMENT SERVICES, INC.

EIN 84-1652859ConstructionLatest filing 2025

Plans

Retirement

$1.2M assets

Welfare

$317K premiums

Participants

222

355 S. TELLER ST., SUITE 200 - LAKEWOOD, CO 80226720-884-8055adcmanagementservices.comLinkedIn51-200 employees

Plans on this EIN

3 filings

#002ProfitSharing-$638K - 35 part #001401k-$598K - 110 part #503Mixed-$317K - 105 lives

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 145 participants

Assets by plan

Share of aggregate retirement assets

52%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $317K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$299K
Dental$299K
Vision$299K
Life$10K
Long-term disability$7K
Other$7K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

95%top

UNITEDHEALTHCARE INSURANCE COMPANY95%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%

Broker market share

Schedule A broker compensation

Split broker

81%top

MARSH & MCLENNAN AGENCY LLC81%
CENTERSTONE INSURANCE AND FINANCIAL12%
JAMES R NELLIGAN & ASSOCIATES LLC7%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

THE CONTRACTORS RETIREMENT PLAN

ProfitSharing

Assets$638K

Participants35

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001