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Sponsor portfolio

PBS ASO, LLC

EIN 85-0768284-Latest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$27.8M premiums
Participants
3,820
1121 RIVERCHASE OFFICE ROAD - BIRMINGHAM, AL 35244205-271-5422
Plans on this EIN
2 filings
#001401k-$17.2M - 1,059 part#501Mewa-$27.8M - 5,380 lives

Benefits portfolio analytics

1 plan / $27.8M premiums / 5,380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$27.8M
  • Dental$25.1M
  • Vision$25.1M
  • Health$23.3M
  • Prescription drug$23.3M
  • Life$1.7M
  • +2 more
Total $27.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNITED AMERICAN INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $27.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • PAYROLL & BENEFIT SOLUTIONS69%
  • COBBS ALLEN & HALL INC22%
  • PROVIDENCE BENEFITS9%
Total $990K3 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

PBS ASO, LLC RETIREMENT PLAN

401k

Assets$17.2M
Participants1,059
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PBS ASO, LLC HEALTH AND WELFARE PLAN

Mewa - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$27.8M
Covered lives5,380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PBS ASO, LLC RETIREMENT PLAN401k$17.2M1,0592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PBS ASO, LLC HEALTH AND WELFARE PLANMewaBLUE CROSS BLUE SHIELD OF ALABAMA$27.8M5,3802025
Retirement plans
Welfare plans
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