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Sponsor portfolio

THE GUIDANCE CENTER, INC.

EIN 86-0223720-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$207K premiums
Participants
491
2187 N VICKEY ST - FLAGSTAFF, AZ 860046121928-527-1899tgcaz.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.0M - 307 part#501Mixed-$207K - 248 lives

Benefits portfolio analytics

1 plan / $207K premiums / 248 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$115K
  • Life$90K
  • Long-term disability$90K
  • Dental$79K
  • Other$25K
  • Vision$12K
Total $207K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA44%
  • BLUE CROSS OF CALIFORNIA38%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
Total $207K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • CBIZ BENEFITS & INSURANCE SERVICES86%
  • BLUE CROSS BLUE SHIELD OF FLORIDA14%
Total $34K2 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

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE GUIDANCE CENTER, INC.

401k

Assets$9.0M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE GUIDANCE CENTER, INC. WELFARE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$207K
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE GUIDANCE CENTER, INC.401k$9.0M3072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE GUIDANCE CENTER, INC. WELFARE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$207K2482024
Retirement plans
Welfare plans
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