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Sponsor portfolio

NORMANDEAU ASSOCIATES, INC.

EIN 02-0373462-environmental services-Latest filing 2025
Plans
3
Retirement
2
$37.8M assets
Welfare
1
$911K premiums
Participants
541
25 NASHUA ROAD - BEDFORD, NH 03110603-472-5191normandeau.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$33.2M - 184 part#002ESOP-$4.6M - 241 part#501Mixed-$911K - 163 lives

Retirement portfolio analytics

2 plans aggregated / $37.8M assets / 425 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • INC. RETIREMENT Savings (#001)88%
  • PLAN AND TRUST (#002)12%
Total $37.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)241
  • INC. RETIREMENT Savings (#001)184
Total 425Click row to drill in

Benefits portfolio analytics

1 plan / $911K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$840K
  • Health$828K
  • Prescription drug$828K
  • Life$71K
  • Long-term disability$71K
  • Other$71K
Total $911K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
Total $911K3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • CROSS INSURANCE86%
  • CROSS BENEFIT SOLUTIONS10%
  • COMBINED SERVICES LLC5%
Total $73K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$33.2M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORMANDEAU ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$4.6M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORMANDEAU ASSOCIATES EMPLOYEES BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$911K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN401k$33.2M1842025
002NORMANDEAU ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$4.6M2412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORMANDEAU ASSOCIATES EMPLOYEES BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$911K1632025
Retirement plans
Welfare plans
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