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Sponsor portfolio

STANLEY TREE SERVICE INC.

EIN 05-0468308-environmental services-Latest filing 2025
Plans
3
Retirement
2
$12.6M assets
Welfare
1
$1.5M premiums
Participants
698
275 GEORGE WASHINGTON HIGHWAY - SMITHFIELD, RI 02917401-231-8733LinkedIn1-10 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$7.4M - 257 part#002ESOP-$5.3M - 233 part#501Fully Insured-$1.5M - 253 lives

Retirement portfolio analytics

2 plans aggregated / $12.6M assets / 490 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • SERVICE, INC. 401(K) (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#002)42%
Total $12.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICE, INC. 401(K) (#001)257
  • EMPLOYEE STOCK OWNERSHIP (#002)233
Total 490Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$65K
  • Other$55K
  • Life$43K
  • Vision$18K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PREMIER EMPLOYEE BENEFITS OF NEW EN100%
Total $89K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STANLEY TREE SERVICE, INC. 401(K) PLAN

401k

Assets$7.4M
Participants257
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STANLEY TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.3M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STANLEY TREE SERVICE INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$1.5M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STANLEY TREE SERVICE, INC. 401(K) PLAN401k$7.4M2572024
002STANLEY TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLANESOP$5.3M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STANLEY TREE SERVICE INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$1.5M2532025
Retirement plans
Welfare plans
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