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Sponsor portfolioWelfare / HealthEIN 26-1231257

AM PIERCE & ASSOCIATES, INC.

23330 COTTONWOOD PARKWAY · CALIFORNIA, MD 20619
2407183800
Plans filed
1
Years active
2023–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$333K
No prior year
Persons covered
136
No prior year
Total participants
136
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$333K
AM PIERCE & ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully insured136 covered·1 carrier
Primary: GUARDIAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$333K16.7%
Vision$333K16.7%
Life$333K16.7%
Short-term disability$333K16.7%
Long-term disability$333K16.7%
Other$333K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$333K100.0%11136

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HOWARD W PHILLIPS COWASHINGTON, DCGUARDIAN$30K$7K$37K69.0%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDGUARDIAN$17K$0$17K31.0%1

History & trajectory

3 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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