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Sponsor portfolio

S.W. COLE ENGINEERING, INC.

EIN 01-0363633-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$563K premiums
Participants
303
37 LIBERTY DRIVE - BANGOR, ME 04401207-848-5714swcole.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$14.2M - 152 part#501Fully Insured-$563K - 246 lives

Benefits portfolio analytics

1 plan / $563K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$515K
  • Vision$506K
  • Health$459K
  • Life$56K
  • Short-term disability$56K
  • Long-term disability$56K
  • +1 more
Total $563K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • ANTHEM LIFE INSURANCE COMPANY92%
  • AMERITAS LIFE INSURANCE CORP.8%
Total $563K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • CROSS INSURANCE95%
  • CROSS BENEFIT SOLUTIONS3%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
Total $41K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN

401k

Assets$14.2M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

S.W. COLE ENGINEERING, INC. WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF MAINE

Premiums$563K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN401k$14.2M1522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501S.W. COLE ENGINEERING, INC. WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF MAINE$563K2462025
Retirement plans
Welfare plans
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