Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$93K
- Life$33K
- Other$33K
- Long-term disability$24K
- Vision$14K
Sponsor portfolio
PEERY & ASSOCIATES, INC.
EIN 94-3274051financial servicesLatest filing 2025
Plans
4
Retirement
1
$2.5M assets
Welfare
3
$164K premiums
Participants
11
1956A PESCADERO CREEK RD, P.O. BOX 850 - PESCADERO, CA 94060650-879-1846ben-e-fit.comLinkedIn11-50 employeesfinancial services
Benefits portfolio analytics
3 plans / $164K premiums / 255 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- AFLAC57%
- UNITED OF OMAHA LIFE INSURANCE COMPANY35%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
89%top
- FILICE INSURANCE AGENCY89%
- ACRISURE LLC10%
- ENROLLEASE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PEERY & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
401k
Assets$2.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
ZAG TECHNICAL SERVICES DENTAL PLAN
Fully Insured - AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS
Premiums$93K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ZAG TECHNICAL SERVICES LIFE AND DISABILITY PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$57K
Covered lives65
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ZAG TECHNICAL SERVICES VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$14K
Covered lives61
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEERY & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | 401k | $2.5M | 11 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | ZAG TECHNICAL SERVICES DENTAL PLAN | Fully Insured | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $93K | 129 | 2025 | |
| 501 | ZAG TECHNICAL SERVICES LIFE AND DISABILITY PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $57K | 65 | 2025 | |
| 502 | ZAG TECHNICAL SERVICES VISION PLAN | Fully Insured | VISION SERVICE PLAN | $14K | 61 | 2025 |
Retirement plans
Welfare plans