MIDLIFE EXCITEMENT

15605 W ROOSEVELT ST STE 10
GOODYEAR, AZ 85338

Talking Points

Market Competitiveness

We measure relative change (when a business chooses a different WC provider), and market share distribution over a rolling 24 months as compared to it's industry and state level activity to determine how competitive carriers are for your class of business.

  • 8% of peers have changed carriers since last year.
  • Current Carrier's market share is in the 99th percentile at 24.6% of the market.
Good

Business Stats

Policy History

Term Carrier
2022

2021

2020

2016

2015

2014

2013

2012

Contacts

UVUUD H OSX
Benefits Admin
(180) 242-0928
3060a

Jpxtv Kdo
Manager
(127) 315-8447
e4d00

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 126,855 $ 501,695 $ 666,014 $ 882,048 $ 369,951 $ 189,414 $ 957,693 $ 465,069 $ 310,252 $ 721,660 $ 87,522 $ 51,097
Liabilities: $ 0 $ 8 $ 94 $ 493 $ 33 $ 6
EE Contrib: $ 0 $ 6 $ 5,560 $ 729 $ 96 $ 344 $ 678 $ 4 $ 4
Emp Contrib: $ 11,540 $ 47 $ 1,769 $ 8,425 $ 350 $ 360 $ 39 $ 345 $ 740 $ 522 $ 68
Income/Loss: $ 2,759 $ 108 $ 890 $ 0 $ 92 $ 5($ 123)($ 47,510)($ 28,494) $ 64,712($ 6,288) $ 4,580
Total Income: $ 14,299 $ 248 $ 243 $ 7,589 $ 484 $ 931($ 388)($ 96,979)($ 44,645) $ 1,540($ 2,653) $ 7,511
Paid Benefits: $ 0 $ 1 $ 629 $ 996 $ 3 $ 8 $ 7 $ 84
Expenses: $ 776 $ 57 $ 306 $ 934 $ 9 $ 18
  Commission: $ 0 $ 97 $ 0 $ 7 $ 0 $ 0 $ 19 $ 3 $ 7
Net Income: $ 13,523($ 937) $ 6,155 $ 7,685 $ 848 $ 421($ 365)($ 60,339)($ 13,456) $ 46,246($ 7,456) $ 1,548
Net Assets: $ 140,378 $ 991,269 $ 163,061 $ 446,157 $ 864,184 $ 535,241 $ 143,799 $ 567,379 $ 66,330 $ 222,184 $ 7,734 $ 748,220

Participants

202120202019201820172016201520142013201220112010
Total Participants:25494a07092484
Active Part.:223542064988
Retired Part.:185 3184 98a3f24a2e4bee24
Deceased Part.:d39a9635f205c92af3465209d0

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.