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Sponsor portfolio

FRONTIER MANAGEMENT, LLC

EIN 93-1307531-consumer services-Latest filing 2024
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$11.8M premiums
Participants
4,863
3500 MAPLE AVENUE, #1040 - DALLAS, TX 75219469-680-3048LinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$14.0M - 3,598 part#501Fully Insured-$11.8M - 5,306 lives

Benefits portfolio analytics

1 plan / $11.8M premiums / 5,306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.0M
  • Prescription drug$10.0M
  • Other$1.8M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$699K
  • +2 more
Total $11.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • +1 more
Total $11.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • LOCKTON COMPANIES, LLC72%
  • YESSENIA A. HERNANDEZ & OTHERS9%
  • HEARTSEASE LLC8%
  • WORKSITE BENEFITS GROUP INC5%
  • BENEFITS BY DESIGN INC4%
  • +2 more
Total $886K7 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

PROGRESSIVE PLANNING - A 401(K) RETIREMENT PLAN

401k

Assets$14.0M
Participants3,598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRONTIER MANAGEMENT, LLC BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$11.8M
Covered lives5,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROGRESSIVE PLANNING - A 401(K) RETIREMENT PLAN401k$14.0M3,5982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRONTIER MANAGEMENT, LLC BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$11.8M5,3062024
Retirement plans
Welfare plans
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