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Sponsor portfolio

PIONEER TITLE AGENCY, INC.

EIN 86-0506255-real estate-Latest filing 2024
Plans
2
Retirement
1
$64.5M assets
Welfare
1
$1.1M premiums
Participants
1,724
580 EAST WILCOX - SIERRA VISTA, AZ 85635520-439-6734pioneertitleagency.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$64.5M - 903 part#501Mixed-$1.1M - 919 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$768K
  • Short-term disability$768K
  • Long-term disability$768K
  • Other$768K
  • Dental$252K
  • Vision$70K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY70%
  • BLUE CROSS OF CALIFORNIA23%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • BLUE CROSS BLUE SHIELD OF FLORIDA1%
Total $136K2 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

PIONEER TITLE AGENCY, INC. 401(K) PLAN

401k

Assets$64.5M
Participants903
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PIONEER TITLE AGENCY INC. FLEXIBLE PLAN AND HEALTH

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PIONEER TITLE AGENCY, INC. 401(K) PLAN401k$64.5M9032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PIONEER TITLE AGENCY INC. FLEXIBLE PLAN AND HEALTHMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.1M9192024
Retirement plans
Welfare plans
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