PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GLOBAL TOTE US LLC
Sponsor portfolio

GLOBAL TOTE US LLC

EIN 01-0894947-Latest filing 2025
Plans
3
Retirement
2
$13.0M assets
Welfare
1
$1.7M premiums
Participants
622
2313 WHITNEY AVENUE, SUITE 1C - HAMDEN, CT 06518203-500-5491
Plans on this EIN
3 filings
#003401k-$6.9M - 165 part#002TraditionalDB-$6.2M - 355 part#501Fully Insured-$1.7M - 110 lives

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 520 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • US, LLC 401(K) (#003)53%
  • FOR UNION EMPLOYEES (#002)47%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#002)355
  • US, LLC 401(K) (#003)165
Total 520Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.6M
  • Vision$1.6M
  • Life$35K
  • Long-term disability$35K
  • Other$35K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • TRIPLE S SALUD, INC.3%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
  • AETNA LIFE INSURANCE COMPANY2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • LYONS INSURANCE AGENCY INC90%
  • NFP INSURANCE SERVICES INC9%
  • ENROLLEASE1%
Total $5K3 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

GLOBAL TOTE US, LLC 401(K) PLAN

401k

Assets$6.9M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GLOBAL TOTE US PENSION PLAN FOR UNION EMPLOYEES

TraditionalDB

Assets$6.2M
Participants355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GLOBAL TOTE EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003GLOBAL TOTE US, LLC 401(K) PLAN401k$6.9M1652024
002GLOBAL TOTE US PENSION PLAN FOR UNION EMPLOYEESTraditionalDB$6.2M3552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GLOBAL TOTE EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M1102025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica