Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SULLIVAN INVESTMENT CO., INC.
EIN 04-2682840Retail TradeLatest filing 2025
Plans
3
Retirement
2
$127.9M assets
Welfare
1
$944K premiums
Participants
4,335
41 ACCORD PARK DRIVE - NORWELL, MA 020611614781-982-1550
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $127.9M assets / 3,016 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
91%top
- JOHN HANCOCK LIFE INSURANCE COMPANY91%
- (Not disclosed)9%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $944K premiums / 1,828 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$536K
- Life$499K
- Long-term disability$338K
- Vision$70K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- STANDARD INSURANCE COMPANY89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- KGA4%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SULLIVAN COMPANIES RETIREMENT TRUST
ProfitSharing
Assets$116.6M
Participants1,701
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
859 US EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.3M
Participants1,315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SULLIVAN TIRE CO., INC GR MEDICAL PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$944K
Covered lives1,828
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SULLIVAN COMPANIES RETIREMENT TRUST | ProfitSharing | $116.6M | 1,701 | 2025 | |
| 002 | 859 US EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.3M | 1,315 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SULLIVAN TIRE CO., INC GR MEDICAL PLAN | Mixed | STANDARD INSURANCE COMPANY | $944K | 1,828 | 2025 |
Retirement plans
Welfare plans