Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$128K
- Life$115K
- Short-term disability$115K
- Long-term disability$115K
- Vision$20K
Sponsor portfolio
YALE APPLIANCE
EIN 04-2457546retailLatest filing 2025
Plans
2
Retirement
1
$26.7M assets
Welfare
1
$148K premiums
Participants
492
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $148K premiums / 293 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA86%
- EYEMED VISION CARE14%
Broker market share
Schedule A broker compensation
55%top
- HUB INTERNATIONAL MIDWEST LIMITED55%
- NEESENROLL37%
- NEW ENGLAND EMPLOYEE BENEFITS CO6%
- ANDREA R. HENCHEY2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$26.7M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
YALE APPLIANCE AND LIGHTING EMPLOYEE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$148K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | YALE APPLIANCE 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $26.7M | 274 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | YALE APPLIANCE AND LIGHTING EMPLOYEE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $148K | 293 | 2025 |
Retirement plans
Welfare plans