PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PIERCEY MANAGEMENT SERVICES, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 33-0640459

PIERCEY MANAGEMENT SERVICES, INC.

16901 MILLIKAN AVENUE · IRVINE, CA 92606
9493966000
Plans filed
1
Years active
2016–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
404
No prior year
Total participants
194
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
PIERCEY MANAGEMENT SERVICES, INC. FLEXIBLE BENEFITS PLAN
Fully insured404 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M25.0%
Dental$1.5M23.4%
Vision$1.5M23.4%
Prescription drug$1.5M23.4%
Other$99K1.6%
Short-term disability$94K1.5%
Long-term disability$94K1.5%
Life$6K0.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVLOth
$1.5M94.0%12404
AMERICAN FIDELITY ASSURANCE COMPANY
EIN 730714500
HSTDLTDOth
$94K6.0%1143

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
THE BALDWIN GROUP WEST LLCIRVINE, CAUNITEDHEALTHCARE INSURANCE COMPANY, AMERICAN FIDELITY ASSURANCE COMPANY$86K$2K$88K98.3%1
BURNHAM BENEFITS INSURANCE SERVICESIRVINE, CAUNITEDHEALTHCARE INSURANCE COMPANY$841$0$8410.9%1
ASSURANCE AGENCY LTDOKLAHOMA CITY, OKAMERICAN FIDELITY ASSURANCE COMPANY$690$0$6900.8%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica