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  1. Companies/
  2. Sullivan Investment Co., Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sullivan Investment Co., Inc.

EIN 04-2682840-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$135.4M assets
Health & Benefits
1
$944K premiums
Participants
4,428
41 ACCORD PARK DRIVE - NORWELL, MA 02061781-982-1550
Plans on this EIN
3 filings
#001Profit-sharing-$116.6M - 1,701 part#002ESOP-$18.8M - 1,408 part#501Mixed-$944K - 1,828 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $135.4M assets / 3,109 participants

Assets by plan

Share of aggregate retirement assets

  • COMPANIES RETIREMENT TRUST (#001)$116.6M
  • EMPLOYEE STOCK OWNERSHIP (#002)$18.8M
Total $135.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$116.6M
  • (Not disclosed)$18.8M
Total $135.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COMPANIES RETIREMENT TRUST (#001)1,701
  • EMPLOYEE STOCK OWNERSHIP (#002)1,408
Total 3,109Select a row to open it

Benefits portfolio analytics

1 plan / $944K premiums / 1,828 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$536K
  • Life$499K
  • Long-term disability$338K
  • Vision$70K
Total $944K4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SULLIVAN COMPANIES RETIREMENT TRUST

Profit-sharing

Assets$116.6M
Participants1,701
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

859 US EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.8M
Participants1,408
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SULLIVAN TIRE CO., INC GR MEDICAL PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$944K
Covered lives1,828
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SULLIVAN COMPANIES RETIREMENT TRUSTProfit-sharing$116.6M1,7012025
#002859 US EMPLOYEE STOCK OWNERSHIP PLANESOP$18.8M1,4082025
  • SULLIVAN COMPANIES RETIREMENT TRUST$116.6M
    #001 · Profit-sharing · 20251,701
  • 859 US EMPLOYEE STOCK OWNERSHIP PLAN$18.8M
    #002 · ESOP · 20251,408

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SULLIVAN TIRE CO., INC GR MEDICAL PLANMixedSTANDARD INSURANCE COMPANY$944K1,8282025
  • SULLIVAN TIRE CO., INC GR MEDICAL PLAN$944K
    #501 · Mixed · STANDARD INSURANCE COMPANY · 20251,828
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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