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Sponsor portfolioTH

SOUTHWORTH INTERNATIONAL GROUP, INC.

EIN 01-0419894-machinery-Latest filing 2024
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$587K premiums
Participants
669
11 GRAY ROAD - FALMOUTH, ME 04105207-878-0700LinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#003401k-$21.5M - 381 part#502Mixed-$587K - 620 lives

Benefits portfolio analytics

1 plan / $587K premiums / 620 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$312K
  • Life$285K
  • Short-term disability$270K
  • Long-term disability$270K
  • Dental$230K
  • Vision$44K
Total $587K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA53%
  • DELTA DENTAL OF CALIFORNIA39%
  • EYEMED VISION CARE8%
  • HARTFORD LIFE AND ACCIDENT0%
Total $587K4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • HUB INTERNATIONAL MIDWEST LIMITED73%
  • NEESENROLL25%
  • FNA INSURANCE SERVICES INC1%
  • ANDREA R. HENCHEY0%
  • ENROLLMENT SOLUTIONS LTD0%
  • +2 more
Total $65K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOUTHWORTH INTERNATIONAL GROUP, INC. 401K

401k

Assets$21.5M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SOUTHWORTH INTERNATIONAL GROUP EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$587K
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SOUTHWORTH INTERNATIONAL GROUP, INC. 401K401k$21.5M3812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SOUTHWORTH INTERNATIONAL GROUP EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$587K6202024
Retirement plans
Welfare plans
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