# BUCKINGHAM STRATEGIC WEALTH'S HEALTH & WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **BUCKINGHAM ASSET MANAGEMENT, LLC**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | BUCKINGHAM ASSET MANAGEMENT, LLC |
| EIN | 208306720 |
| Plan number | 503 |
| Plan year | 2024 |
| Location | ST. LOUIS, MO |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $8.0M |
| Participants | 1,407 |
| Persons covered | 1,395 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other |

## Brokers

| Broker | Placed with |
|---|---|
| ONEDIGITAL EXPRESSLINK LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| TODD ORGANIZATION LLC | UNITEDHEALTHCARE INSURANCE COMPANY |
| SENTINEL INSURANCE AGENCY, INC. | UNITEDHEALTHCARE INSURANCE COMPANY |
| ONEDIGITAL EXPRESSLINK LLC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
| DONALD C SAVOY INC | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/208306720-503
- Cite as: PlanOptica, https://planoptica.com/welfare/208306720-503
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