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Sponsor portfolioTH

WILLIAM B. MEYER

EIN 06-0619172-warehousing-Latest filing 2025
Plans
2
Retirement
1
$20.3M assets
Welfare
1
$1.2M premiums
Participants
390
255 LONG BEACH BOULEVARD - STRATFORD, CT 06615203-383-6263LinkedIn1-10 employeeswarehousing
Plans on this EIN
2 filings
#001401k-$20.3M - 232 part#501Mixed-$1.2M - 153 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Life$31K
  • Other$31K
  • Vision$6K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • NIAGARA LIFE AND HEALTH INSURANCE97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • DELTA DENTAL OF CALIFORNIA1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • BROWN & BROWN INSURANCE SERVICES56%
  • JAMES R NELLIGAN & ASSOCIATES LLC34%
  • HAYS COMPANIES, INC.10%
Total $5K3 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

WILLIAM B. MEYER INCORPORATED RETIREMENT AND 401(K) PLAN

401k

Assets$20.3M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAM B. MEYER, INC. EMPLOYEE BENEFITS PLAN

Mixed - NIAGARA LIFE & HEALTH INSURANCE COMPANY

Premiums$1.2M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM B. MEYER INCORPORATED RETIREMENT AND 401(K) PLAN401k$20.3M2322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAM B. MEYER, INC. EMPLOYEE BENEFITS PLANMixedNIAGARA LIFE & HEALTH INSURANCE COMPANY$1.2M1532025
Retirement plans
Welfare plans
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