Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$376K
- Dental$376K
- Vision$376K
- Prescription drug$376K
- Life$60K
- Short-term disability$60K
- +2 more
Sponsor portfolio
P.B. BELL ASSET MANAGEMENT, INC.
EIN 86-0677603Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$436K premiums
Participants
340
8434 NORTH 90TH STREET, SUITE 100 - SCOTTSDALE, AZ 85258480-607-2404
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $436K premiums / 154 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
P.B. BELL COMPANIES 401(K) PROFIT SHARING PLAN
401k
Assets$8.7M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
P.B. BELL ASSET MANAGEMENT, INC. HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$436K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | P.B. BELL COMPANIES 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | P.B. BELL ASSET MANAGEMENT, INC. HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $436K | 154 | 2025 |
Retirement plans
Welfare plans