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Sponsor portfolio

MILTONS DISTRIBUTING CO., INC.

EIN 04-2637325-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$1.0M premiums
Participants
310
305 FORBES BLVD - MANSFIELD, MA 02048508-261-8751
Plans on this EIN
2 filings
#003401k-$14.5M - 183 part#501Fully Insured-$1.0M - 136 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$887K
  • Prescription drug$887K
  • Life$147K
  • Other$147K
  • Dental$128K
  • Vision$128K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • HARVARD PILGRIM HEALTH CARE86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • ANDREA R. HENCHEY5%
  • INSPIRED INC2%
  • ENROLLMENT SOLUTIONS LTD2%
  • ALBERT CASTANEDA1%
  • +2 more
Total $50K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN

401k

Assets$14.5M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILTON'S DISTRIBUTING CO

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.0M
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN401k$14.5M1832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILTON'S DISTRIBUTING COFully InsuredHARVARD PILGRIM HEALTH CARE$1.0M1362025
Retirement plans
Welfare plans
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