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  2. NORBERT E. MITCHELL CO., INC.
Sponsor portfolio

NORBERT E. MITCHELL CO., INC.

EIN 06-1173716-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Welfare
1
Participants
410
PO BOX 186 - DANBURY, CT 068130186203-744-0600nemitchell.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$28.4M - 265 part#501Mixed-145 lives

Benefits portfolio analytics

1 plan / $0 premiums / 145 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
0%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • HCC LIFE INSURANCE COMPANY0%
Total $02 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • TOKIO MARINE99%
  • MARSH & MCLENNAN AGENCY LLC1%
Total $1.6M2 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

NORBERT E. MITCHELL CO., INC. RETIREMENT PLAN

401k

Assets$28.4M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORBERT E. MITCHELL GROUP HEALTH PLAN

Mixed - FEDERAL INSURANCE COMPANY

Premiums$0
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORBERT E. MITCHELL CO., INC. RETIREMENT PLAN401k$28.4M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORBERT E. MITCHELL GROUP HEALTH PLANMixedFEDERAL INSURANCE COMPANY$01452025
Retirement plans
Welfare plans
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