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Sponsor portfolio

SECURITY RISK ADVISORS INTL, LLC

EIN 84-4034514-computer & network security-Latest filing 2025
Plans
2
Retirement
1
$25.5M assets
Welfare
1
$1.1M premiums
Participants
519
1600 MARKET STREET, SUITE 3000 - PHILADELPHIA, PA 19103215-867-9051sra.ioLinkedIn201-500 employeescomputer & network security
Plans on this EIN
2 filings
#001401k-$25.5M - 304 part#501Fully Insured-$1.1M - 260 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 260 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$747K
  • Dental$173K
  • Vision$173K
  • Other$164K
  • Short-term disability$123K
  • Life$116K
  • +3 more
Total $1.1M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HM LIFE INSURANCE COMPANY67%
  • STARMOUNT LIFE INSURANCE COMPANY16%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BIRCH BENEFITS LLC98%
  • GAVIN TOMA2%
Total $38K2 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

SECURITY RISK ADVISORS INTL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$25.5M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SECURITY RISK ADVISORS INTL, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HM LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SECURITY RISK ADVISORS INTL, LLC 401(K) PROFIT SHARING PLAN401k$25.5M3042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SECURITY RISK ADVISORS INTL, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredHM LIFE INSURANCE COMPANY$1.1M2602025
Retirement plans
Welfare plans
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