Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$753K
- Prescription drug$753K
- Dental$124K
- Vision$124K
- Life$124K
- Short-term disability$124K
- +2 more
Sponsor portfolio
ES INVESTMENTS, LLC
EIN 01-0804681ManufacturingLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$876K premiums
Participants
297
14055 US HIGHWAY, 19 N - CLEARWATER, FL 337647239727-536-8822
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $876K premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UPMC HEALTH OPTIONS66%
- BLUE CROSS OF CALIFORNIA19%
- SUN LIFE ASSURANCE COMPANY OF CANADA14%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
ES INVESTMENTS, LLC PROFIT SHARING/ 401(K)PLAN
401k
Assets$3.7M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUN MICROSTAMPING TECHNOLOGIES HEALTH AND WELFARE PLAN
Fully Insured - HEALTH OPTIONS, INC.
Premiums$876K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ES INVESTMENTS, LLC PROFIT SHARING/ 401(K)PLAN | 401k | $3.7M | 173 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUN MICROSTAMPING TECHNOLOGIES HEALTH AND WELFARE PLAN | Fully Insured | HEALTH OPTIONS, INC. | $876K | 124 | 2025 |
Retirement plans
Welfare plans