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Sponsor portfolio

MCCOY GROUP SERVICES, LLC

EIN 88-1139176-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$204K premiums
Participants
163
3045 WESTFORK DR. - BATON ROUGE, LA 70816225-570-6377
Plans on this EIN
2 filings
#001401k-$1.6M - 108 part#501Fully Insured-$204K - 105 lives

Benefits portfolio analytics

1 plan / $204K premiums / 105 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$140K
  • Prescription drug$140K
  • Stop-loss$140K
  • Other$55K
  • Dental$52K
  • Vision$52K
  • +1 more
Total $204K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • PACE UNDERWRITERS69%
  • HUMANA INSURANCE COMPANY26%
  • VERITY4%
  • MEDICAL HELPLINE2%
Total $204K4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • IMA, INC.68%
  • OLINDE FINANCIAL GROUP, LTD22%
  • DONALD R MASSAD, APC10%
  • ENROLLLEASE INC0%
Total $93K4 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

MCCOY GROUP SERVICES. LLC 401(K) PLAN

401k

Assets$1.6M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCOY GROUP SERVICES, LLC EMPLOYEE BENEFIT PLAN & TRUST

Fully Insured - PACE UNDERWRITERS

Premiums$204K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCCOY GROUP SERVICES. LLC 401(K) PLAN401k$1.6M1082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCOY GROUP SERVICES, LLC EMPLOYEE BENEFIT PLAN & TRUSTFully InsuredPACE UNDERWRITERS$204K1052025
Retirement plans
Welfare plans
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