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Sponsor portfolioTH

WESTON AND SAMPSON,INC.

EIN 04-2601194-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$150.3M assets
Welfare
1
$554K premiums
Participants
2,042
55 WALKERS BROOK DRIVE, STE 100 - READING, MA 01867978-532-1900westonandsampson.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
2 filings
#001401k-$150.3M - 1,108 part#501Mixed-$554K - 1,275 lives

Benefits portfolio analytics

1 plan / $554K premiums / 1,275 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$478K
  • Life$398K
  • Long-term disability$230K
  • Vision$76K
Total $554K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA86%
  • EYEMED VISION CARE14%
Total $554K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • AUSTIN WILLIAM P0%
  • BROWN & BROWN INSURANCE SERVICES0%
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

WESTON & SAMPSON 401(K) AND PROFIT SHARING PLAN

401k

Assets$150.3M
Participants1,108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTON AND SAMPSON, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$554K
Covered lives1,275
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTON & SAMPSON 401(K) AND PROFIT SHARING PLAN401k$150.3M1,1082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTON AND SAMPSON, INC. EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$554K1,2752025
Retirement plans
Welfare plans
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