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Sponsor portfolio

GOLDBERG & OSBORNE LLP

EIN 86-0625199-law practice-Latest filing 2024
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$641K premiums
Participants
208
4423 EAST THOMAS ROAD, SUITE 3 - PHOENIX, AZ 85018602-808-62001800theeagle.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$9.4M - 122 part#501Fully Insured-$641K - 177 lives

Benefits portfolio analytics

1 plan / $641K premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$588K
  • Prescription drug$545K
  • Dental$45K
  • Life$43K
  • Short-term disability$43K
  • Long-term disability$43K
  • +2 more
Total $641K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
  • AVESIS INSURANCE INCORPORATED1%
Total $641K5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CREST INSURANCE GROUP LLC96%
  • BLUE CROSS BLUE SHIELD OF FLORIDA4%
Total $51K2 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

GOLDBERG & OSBORNE 401(K) PLAN

401k

Assets$9.4M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLDBERG & OSBORNE FLEXIBLE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$641K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLDBERG & OSBORNE 401(K) PLAN401k$9.4M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLDBERG & OSBORNE FLEXIBLE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$641K1772024
Retirement plans
Welfare plans
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