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Sponsor portfolio

EPPENDORF HOLDING, INC. AND ITS AFFILIATED COMPANIES

EIN 11-3521426-Latest filing 2025
Plans
4
Retirement
3
$173.2M assets
Welfare
1
$539K premiums
Participants
2,244
175 FRESHWATER BOULEVARD - ENFIELD, CT 06082860-253-3469
Plans on this EIN
4 filings
#002401k-$133.3M - 1,076 part#003ProfitSharing-$39.6M - 518 part#004ProfitSharing-$232K - 2 part#502Mixed-$539K - 1,293 lives

Retirement portfolio analytics

3 plans aggregated / $173.2M assets / 1,596 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • HOLDINGS, INC. 401(K) (#002)77%
  • PROFIT SHARING PLAN (#003)23%
  • AND RETIREMENT PLAN (#004)0%
Total $173.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#002)1,076
  • PROFIT SHARING PLAN (#003)518
  • AND RETIREMENT PLAN (#004)2
Total 1,596Click row to drill in

Benefits portfolio analytics

1 plan / $539K premiums / 1,293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$485K
  • Life$482K
  • Long-term disability$482K
  • Vision$55K
Total $539K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA89%
  • EYEMED VISION CARE10%
  • FOUR EVER LIFE INSURANCE COMPANY1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $539K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $14K1 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

EPPENDORF HOLDINGS, INC. 401(K) PLAN

401k

Assets$133.3M
Participants1,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EPPENDORF NORTH AMERICA, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$39.6M
Participants518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EPPENDORF HOLDINGS PR SAVINGS AND RETIREMENT PLAN

ProfitSharing

Assets$232K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EPPENDORF HOLDING, INC. AND ITS AFFILIATED COMPANIES

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$539K
Covered lives1,293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002EPPENDORF HOLDINGS, INC. 401(K) PLAN401k$133.3M1,0762024
003EPPENDORF NORTH AMERICA, INC. PROFIT SHARING PLANProfitSharing$39.6M5182024
004EPPENDORF HOLDINGS PR SAVINGS AND RETIREMENT PLANProfitSharing$232K22024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EPPENDORF HOLDING, INC. AND ITS AFFILIATED COMPANIESMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$539K1,2932025
Retirement plans
Welfare plans
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