Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REED AND REED
EIN 01-0378835ConstructionLatest filing 2025
Plans
3
Retirement
2
$68.3M assets
Welfare
1
$241K premiums
Participants
593
PO BOX 370 - WOOLWICH, ME 045790370207-443-9747
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $68.3M assets / 396 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $241K premiums / 274 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$127K
- Short-term disability$127K
- Long-term disability$127K
- Dental$114K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- SUN LIFE ASSURANCE COMPANY OF CANADA53%
- DELTA DENTAL OF CALIFORNIA47%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
REED & REED RETIREMENT SAVINGS PLAN
401k
Assets$46.1M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
REED & REED, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.2M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
REED & REED, INC WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$241K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REED & REED RETIREMENT SAVINGS PLAN | 401k | $46.1M | 222 | 2025 | |
| 003 | REED & REED, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.2M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | REED & REED, INC WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $241K | 274 | 2025 |
Retirement plans
Welfare plans