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Sponsor portfolio

THE BUCKNER COMPANY, INC.

EIN 87-0257010-insurance-Latest filing 2025
Plans
2
Retirement
1
$23.4M assets
Welfare
1
$1.4M premiums
Participants
359
6550 S. MILLROCK DRIVE, SUITE 300 - SALT LAKE CITY, UT 84121801-937-6739buckner.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$23.4M - 228 part#501Fully Insured-$1.4M - 445 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Dental$299K
  • Vision$299K
  • Life$299K
  • Short-term disability$299K
  • Long-term disability$299K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA78%
  • PRINCIPAL LIFE INSURANCE COMPANY22%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • GBS BENEFITS INC46%
  • BUCKNER PARTNERS, LLC39%
  • AARON LEE SNYDER15%
Total $21K3 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

THE BUCKNER COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$23.4M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BUCKNER COMPANY HEALTH & WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.4M
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE BUCKNER COMPANY 401(K) PROFIT SHARING PLAN401k$23.4M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BUCKNER COMPANY HEALTH & WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$1.4M4452025
Retirement plans
Welfare plans
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