Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SPURWINK SERVICES, INC.
EIN 01-0319802Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$52.1M assets
Welfare
1
$1.0M premiums
Participants
3,200
901A WASHINGTON AVENUE, SUITE 100 - PORTLAND, ME 04103207-871-1200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $52.1M assets / 2,313 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 887 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$578K
- Life$523K
- Short-term disability$523K
- Long-term disability$523K
- Dental$396K
- Vision$36K
Carrier market share
Premium dollars by Schedule A carrier
57%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA57%
- DELTA DENTAL OF CALIFORNIA39%
- ANTHEM LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPURWINK SERVICES 403(B) PLAN
403b
Assets$34.8M
Participants1,715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPURWINK SERVICES DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$17.3M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SPURWINK SERVICES HEALTH & BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$1.0M
Covered lives887
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPURWINK SERVICES 403(B) PLAN | 403b | $34.8M | 1,715 | 2025 | |
| 002 | SPURWINK SERVICES DEFINED BENEFIT PENSION PLAN | CashBalance | $17.3M | 598 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SPURWINK SERVICES HEALTH & BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.0M | 887 | 2025 |
Retirement plans
Welfare plans