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Sponsor portfolio

FERRANDINO & SON, INC.

EIN 11-3144705-facilities services-Latest filing 2025
Plans
3
Retirement
2
$12.0M assets
Welfare
1
$1.8M premiums
Participants
359
71 CAROLYN BLVD - FARMINGDALE, NY 117351527631-844-1540ferrandinoandson.comLinkedIn201-500 employeesfacilities services
Plans on this EIN
3 filings
#001401k-$6.4M - 149 part#002401k-$5.6M - 56 part#501Fully Insured-$1.8M - 154 lives

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 205 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN AND TRUST (#001)53%
  • PLAN AND TRUST (#002)47%
Total $12.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • THE BENEFIT PRACTICE53%
  • (Not disclosed)47%
Total $12.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)149
  • PLAN AND TRUST (#002)56
Total 205Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
Total $1.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY100%
Total $1.8M1 slice

Broker market share

Schedule A broker compensation

Split broker
54%top
  • HERITAGE BENEFIT SOLUTIONS54%
  • CENTERSTONE INSURANCE AND FINANCIAL40%
  • DKG INSURANCE & FINANCIAL SERVICES6%
Total $94K3 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

FERRANDINO & SON, INC. 401(K) RETIREMENT PLAN AND TRUST

401k

Assets$6.4M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FERRANDINO & SON, INC. 401(K) PLAN AND TRUST

401k

Assets$5.6M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FERRANDINO AND SON, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FERRANDINO & SON, INC. 401(K) RETIREMENT PLAN AND TRUST401k$6.4M1492025
002FERRANDINO & SON, INC. 401(K) PLAN AND TRUST401k$5.6M562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FERRANDINO AND SON, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.8M1542025
Retirement plans
Welfare plans
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