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Sponsor portfolioTH

SECURITY LOCK DISTRIBUTORS INC.

EIN 04-2456930-Latest filing 2025
Plans
3
Retirement
2
$48.7M assets
Welfare
1
$4.3M premiums
Participants
869
25 DARTMOUTH STREET, PO BOX 95 - WESTWOOD, MA 02090781-251-7259
Plans on this EIN
3 filings
#001401k-$36.6M - 312 part#003CashBalance-$12.1M - 279 part#501Fully Insured-$4.3M - 526 lives

Retirement portfolio analytics

2 plans aggregated / $48.7M assets / 591 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PLAN AND TRUST (#001)75%
  • CASH BALANCE PLAN (#003)25%
Total $48.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • SENTINEL PENSION ADVISORS75%
  • (Not disclosed)25%
Total $48.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)312
  • CASH BALANCE PLAN (#003)279
Total 591Click row to drill in

Benefits portfolio analytics

1 plan / $4.3M premiums / 526 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Dental$4.1M
  • Prescription drug$4.1M
  • Other$109K
  • Life$100K
  • Short-term disability$100K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • EYEMED VISION CARE1%
  • JANUS ASSOCIATES, INC. DBA BHS0%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • GALLAGHER BENEFIT SERVICES, INC.97%
  • EASTERN BENEFITS GROUP3%
Total $98K2 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

SECURITY LOCK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$36.6M
Participants312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SECURITY LOCK DISTRIBUTORS, INC. CASH BALANCE PLAN

CashBalance

Assets$12.1M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SECURITY LOCK DISTRIBUTORS INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.3M
Covered lives526
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SECURITY LOCK DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$36.6M3122024
003SECURITY LOCK DISTRIBUTORS, INC. CASH BALANCE PLANCashBalance$12.1M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SECURITY LOCK DISTRIBUTORS INC. HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.3M5262025
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