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Sponsor portfolioWelfare / HealthEIN 20-8306720

BUCKINGHAM ASSET MANAGEMENT, LLC

8182 MARYLAND AVE., SUITE 500 · ST. LOUIS, MO 63105
3147250455
Plans filed
2
Years active
2016–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$8.0M
No prior year
Persons covered
1,395
No prior year
Total participants
1,407
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$8.0M
BUCKINGHAM STRATEGIC WEALTH'S HEALTH & WELFARE BENEFIT PLAN
Mixed1,395 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$0
BUCKINGHAM ASSET MANAGEMENT, LLC HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.6M87.2%
Life$371K4.3%
Long-term disability$371K4.3%
Other$371K4.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$7.6M95.4%111,395
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$371K4.6%11651

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ENROLLEASEST. LOUIS, MOUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$38K$67K$105K48.8%1
TODD ORGANIZATION LLCST. LOUIS, MOUNITEDHEALTHCARE INSURANCE COMPANY$0$47K$47K22.0%1
SENTINEL INSURANCE AGENCY, INC.WAKEFIELD, MAUNITEDHEALTHCARE INSURANCE COMPANY$6K$35K$42K19.4%1
DONALD C SAVOY INCMELVILLE, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$21K$0$21K9.8%1

History & trajectory

8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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