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Sponsor portfolio

W. L. FRENCH EXCAVATING CORPORATION

EIN 04-2925178-construction-Latest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$1.7M premiums
Participants
235
14 STERLING ROAD - NORTH BILLERICA, MA 01862978-663-2623wlfrench.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$7.1M - 125 part#501Fully Insured-$1.7M - 199 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Life$79K
  • Other$79K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • ANDREA R. HENCHEY2%
  • ENROLLMENT SOLUTIONS LTD1%
  • INDIGO INSURANCE SERVICES1%
  • ASHELY FOLLIS1%
  • +3 more
Total $55K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

W. L. FRENCH EXCAVATING CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$7.1M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W. L. FRENCH EXCAVATING CORPORATION BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.7M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002W. L. FRENCH EXCAVATING CORPORATION 401(K) PROFIT SHARING PLAN401k$7.1M1252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W. L. FRENCH EXCAVATING CORPORATION BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.7M1992025
Retirement plans
Welfare plans
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