Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUCHALTER, A PROFESSIONAL CORPORATION
EIN 95-2640846Latest filing 2025
Plans
4
Retirement
3
$268.4M assets
Welfare
1
$22.0M premiums
Participants
1,055
Retirement portfolio analytics
3 plans aggregated / $268.4M assets / 127 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $22.0M premiums / 1,788 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$20.6M
- Dental$17.0M
- Vision$17.0M
- Prescription drug$3.6M
- Other$1.4M
- Short-term disability$1.3M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
77%top
- ANTHEM LIFE INSURANCE COMPANY77%
- KAISER FOUNDATION HEALTH PLAN INC16%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- AFLAC1%
- ZURICH AMERICAN INSURANCE COMPANY1%
- +2 more
Broker market share
Schedule A broker compensation
95%top
- CORPORATE SYNERGIES GROUP LLC95%
- LINDA M NAPOLI2%
- PECK FINANCIAL SERVICES INC1%
- PATRICIA GAIL LEES1%
- FRANCOISE YVONNE KORENBERG0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BUCHALTER 401(K) PLAN
401k
Assets$209.3M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BUCHALTER CASH BALANCE PENSION PLAN
CashBalance
Assets$32.1M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN
401k
Assets$27.0M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BUCHALTER HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$22.0M
Covered lives1,788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BUCHALTER 401(K) PLAN | 401k | $209.3M | 0 | 2024 | |
| 003 | BUCHALTER CASH BALANCE PENSION PLAN | CashBalance | $32.1M | 127 | 2024 | |
| 004 | BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN | 401k | $27.0M | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | BUCHALTER HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $22.0M | 1,788 | 2025 |
Retirement plans
Welfare plans