PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COMPETITION IMPORTS
Sponsor portfolio

COMPETITION IMPORTS

EIN 11-1997503-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$864K premiums
Participants
910
10 JEFFERSON AVE - SAINT JAMES, NY 11780631-265-2208
Plans on this EIN
2 filings
#002401k-$22.9M - 490 part#501Mixed-$864K - 419 lives

Benefits portfolio analytics

1 plan / $864K premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$483K
  • Life$483K
  • Long-term disability$483K
  • Other$483K
  • Stop-loss$381K
Total $864K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA56%
  • NATIONWIDE LIFE INSURANCE COMPANY41%
  • AETNA LIFE INSURANCE COMPANY3%
Total $864K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COMPETITION IMPORTS 401(K) PLAN AND TRUST

401k

Assets$22.9M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMPETITION IMPORTS WELFARE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$864K
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COMPETITION IMPORTS 401(K) PLAN AND TRUST401k$22.9M4902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMPETITION IMPORTS WELFARE BENEFIT PLANMixedGUARDIAN$864K4192025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica