Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$2.4M
- Vision$2.4M
- Short-term disability$184K
- Long-term disability$184K
- Life$135K
- +1 more
Sponsor portfolioTH
BERNSTEIN SHUR SAWYER & NELSON P.A.
EIN 01-0378211Latest filing 2025
Plans
2
Retirement
1
$136.6M assets
Welfare
1
$2.7M premiums
Participants
513
100 MIDDLE STREET, P.O. BOX 9729 - PORTLAND, ME 041045029207-774-1200mainelaw.comLinkedIn51-200 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 312 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- ANTHEM LIFE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
56%top
- EA SCRIBNER INSURANCE AGENCY56%
- JOHN D BURWELL41%
- MATTHEW S TASSEY3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERNSTEIN SHUR SAWYER & NELSON P.A. 401(K) PLAN
401k
Assets$136.6M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BERNSTEIN SHUR CONSOLIDATED WELFARE BENEFIT PLAN
Fully Insured - ANTHEM HEALTH PLANS OF MAINE, INC
Premiums$2.7M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERNSTEIN SHUR SAWYER & NELSON P.A. 401(K) PLAN | 401k | $136.6M | 320 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BERNSTEIN SHUR CONSOLIDATED WELFARE BENEFIT PLAN | Fully Insured | ANTHEM HEALTH PLANS OF MAINE, INC | $2.7M | 312 | 2025 |
Retirement plans
Welfare plans