Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$94K
- Other$62K
- Life$60K
- Short-term disability$60K
- Long-term disability$60K
- Vision$14K
Sponsor portfolio
PEREIRA & O'DELL LLC
EIN 98-0557718marketing and advertisingLatest filing 2024
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$170K premiums
Participants
281
1265 BATTERY STREET, FLOOR 4 - SAN FRANCISCO, CA 94111415-284-9916pereiraodell.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $170K premiums / 87 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY57%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA35%
- STANDARD INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PEREIRA & O'DELL 401(K) PLAN
401k
Assets$12.4M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PEREIRA & O'DELL LLC HEALTH & WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$170K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEREIRA & O'DELL 401(K) PLAN | 401k | $12.4M | 186 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PEREIRA & O'DELL LLC HEALTH & WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $170K | 87 | 2024 |
Retirement plans
Welfare plans