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  2. SPENCER TECHNOLOGIES, INC.
Sponsor portfolio

SPENCER TECHNOLOGIES, INC.

EIN 05-0499679-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$427K premiums
Participants
667
10 TROTTER DRIVE - MEDWAY, MA 02053508-595-9496spencertech.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$12.7M - 386 part#502Mixed-$427K - 353 lives

Benefits portfolio analytics

1 plan / $427K premiums / 353 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$219K
  • Life$193K
  • Short-term disability$193K
  • Long-term disability$193K
  • Dental$169K
  • Vision$39K
Total $427K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNITEDHEALTHCARE INSURANCE COMPANY45%
  • UNITED HEALTHCARE INSURANCE COMPANY40%
  • EYEMED VISION CARE9%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Total $427K5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BROWN & BROWN INSURANCE SERVICES95%
  • HAYS COMPANIES, INC.4%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
Total $34K3 slices

Plan deep-dives

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

SPENCER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.7M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SPENCER TECHNOLOGIES, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$427K
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPENCER TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN401k$12.7M3862025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SPENCER TECHNOLOGIES, INC. HEALTH AND WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$427K3532025
Retirement plans
Welfare plans
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