Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$87K
- Short-term disability$53K
- Long-term disability$53K
- Vision$13K
Sponsor portfolio
ORCUTT WINSLOW, LLLP
EIN 86-0271027Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$1.2M premiums
Participants
309
2929 N. CENTRAL AVE., 11TH FLOOR - PHOENIX, AZ 85012602-257-1764
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 266 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITED HEALTHCARE INSURANCE COMPANY93%
- DELTA DENTAL OF CALIFORNIA7%
Broker market share
Schedule A broker compensation
92%top
- HUB INTERNATIONAL MIDWEST LIMITED92%
- STUCKEY INSURANCE & ASSOCIATES8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ORCUTT WINSLOW 401(K) SAVINGS & RETIREMENT PLAN
401k
Assets$2.4M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ORCUTT/WINSLOW WELFARE BENEFIT PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ORCUTT WINSLOW 401(K) SAVINGS & RETIREMENT PLAN | 401k | $2.4M | 43 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ORCUTT/WINSLOW WELFARE BENEFIT PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $1.2M | 266 | 2024 |
Retirement plans
Welfare plans