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Sponsor portfolio

SANBORN, HEAD & ASSOCIATES, INC.

EIN 02-0463099-environmental services-Latest filing 2025
Plans
3
Retirement
2
$41.9M assets
Welfare
1
$307K premiums
Participants
581
6 BEDFORD FARMS RD, SUITE, 201 - BEDFORD, NH 03110603-415-6185sanbornhead.comLinkedIn51-200 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$38.8M - 216 part#002ESOP-$3.1M - 209 part#502Fully Insured-$307K - 289 lives

Retirement portfolio analytics

2 plans aggregated / $41.9M assets / 425 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • 401(K) RETIREMENT PLAN (#001)93%
  • EMPLOYEE STOCK OWNERSHIP (#002)7%
Total $41.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
93%top
  • THE VANGUARD GROUP, INC.93%
  • (Not disclosed)7%
Total $41.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)216
  • EMPLOYEE STOCK OWNERSHIP (#002)209
Total 425Click row to drill in

Benefits portfolio analytics

1 plan / $307K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$179K
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • Vision$16K
  • Other$14K
  • +1 more
Total $307K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • DELTA DENTAL OF CALIFORNIA58%
  • ANTHEM LIFE INSURANCE COMPANY32%
  • VISION SERVICE PLAN5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $307K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $26K1 slice

Plan deep-dives

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

SANBORN, HEAD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN

401k

Assets$38.8M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SANBORN, HEAD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.1M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SANBORN, HEAD & ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.

Premiums$307K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SANBORN, HEAD & ASSOCIATES, INC. 401(K) RETIREMENT PLAN401k$38.8M2162024
002SANBORN, HEAD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.1M2092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SANBORN, HEAD & ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredDELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.$307K2892025
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