Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.7M
- Life$1.0M
- Short-term disability$1.0M
- Long-term disability$1.0M
- Health$707K
- Dental$650K
- +2 more
Sponsor portfolio
BROOK + WHITTLE LIMITED
EIN 06-1452909printingLatest filing 2025
Plans
2
Retirement
1
$91.9M assets
Welfare
1
$4.4M premiums
Participants
3,884
260 BRADFORD ROAD - NORTH BRADFORD, CT 06471203-483-5602brookandwhittle.comLinkedIn1001-5000 employeesprinting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 1,797 covered livesCarrier market share
Premium dollars by Schedule A carrier
38%top
- SYMETRA LIFE INSURANCE COMPANY38%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
- KAISER FOUNDATION HEALTH PLAN INC16%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
75%top
- GCG FINANCIAL LLC75%
- PROFESSIONAL GROUP PLANS INC13%
- ALERAGROUP INC7%
- JASON PASTRANO2%
- REUBEN WARNER ASSOCIATES, INC.2%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN
401k
Assets$91.9M
Participants2,087
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BROOK + WHITTLE LIMITED HEALTH & WELFARE PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives1,797
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BROOK & WHITTLE LIMITED SECTION 401(K) PROFIT SHARING PLAN | 401k | $91.9M | 2,087 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BROOK + WHITTLE LIMITED HEALTH & WELFARE PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $4.4M | 1,797 | 2025 |
Retirement plans
Welfare plans