Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Life$149K
- Short-term disability$149K
- Long-term disability$149K
- Other$149K
- +2 more
Sponsor portfolio
MARKSNELSON ADVISORY, LLC
EIN 92-1368147Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$24.1M assets
Welfare
1
$1.5M premiums
Participants
202
6800 WEST 115TH STREET, SUITE 3511 - OVERLAND PARK, KS 66211913-498-9000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- PRINCIPAL LIFE INSURANCE COMPANY10%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
95%top
- ROBERT E. MILLER INSURANCE AGENCY95%
- WILLIS TOWERS WATSON US LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARKSNELSON ADVISORY, LLC 401(K) PLAN
401k
Assets$24.1M
Participants202
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARKSNELSON, LLC EMPLOYEE HEALTH PLAN
Fully Insured - BLUE CROSS & BLUE SHIELD OF KANSAS CITY
Premiums$1.5M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARKSNELSON ADVISORY, LLC 401(K) PLAN | 401k | $24.1M | 202 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARKSNELSON, LLC EMPLOYEE HEALTH PLAN | Fully Insured | BLUE CROSS & BLUE SHIELD OF KANSAS CITY | $1.5M | 172 | 2024 |
Retirement plans
Welfare plans