Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$231K
- Prescription drug$231K
- Dental$94K
- Vision$94K
- Life$41K
- Other$29K
- +2 more
Filings through .
Sponsor portfolio
Siegal & Sons Investments
EIN 04-3223700wine and spiritsLatest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$373K premiums
Participants
183
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $373K premiums / 336 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SIEGAL & SONS INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$3.1M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIEGAL & SONS INVESTMENTS LTD
Fully insured - HARVARD PILGRIM HEALTH CARE
Premiums$373K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SIEGAL & SONS INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $3.1M | 64 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIEGAL & SONS INVESTMENTS LTD | Fully insured | HARVARD PILGRIM HEALTH CARE | $373K | 336 | 2025 |
Retirement plans
Welfare plans