Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUCHALTER, A PROFESSIONAL CORPORATION
EIN 95-2640846Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
3
$268.4M assets
Welfare
1
$17.2M premiums
Participants
942
Retirement portfolio analytics
3 plans aggregated / $268.4M assets / 127 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $17.2M premiums / 1,548 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$15.7M
- Dental$12.3M
- Vision$12.3M
- Prescription drug$3.4M
- Other$1.5M
- Short-term disability$1.4M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
71%top
- AETNA LIFE INSURANCE COMPANY71%
- KAISER FOUNDATION HEALTH PLAN INC20%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- AFLAC1%
- ZURICH AMERICAN INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
66%top
- CORPORATE SYNERGIES GROUP LLC66%
- ROSENFELD, JASON E21%
- PECK FINANCIAL SERVICES INC7%
- CENTRO BENEFITS RESEARCH LLC5%
- LINDA M NAPOLI1%
- +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 - AETNA LIFE INSURANCE CO.
Premiums$17.2M
Covered lives1,548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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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 | AETNA LIFE INSURANCE CO. | $17.2M | 1,548 | 2024 |
Retirement plans
Welfare plans