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Sponsor portfolio

SAGE PARTS PLUS, INC.

EIN 11-3526918-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$12.8M assets
Welfare
1
$152K premiums
Participants
463
30 HUB DRIVE - MELVILLE, NY 11747631-501-1300
Plans on this EIN
2 filings
#001401k-$12.8M - 272 part#501Mixed-$152K - 239 lives

Benefits portfolio analytics

1 plan / $152K premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$135K
  • Other$135K
  • Short-term disability$122K
  • Long-term disability$122K
  • Vision$30K
Total $152K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA80%
  • EYEMED VISION CARE11%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $152K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • JM BRASSILL GROUP INC57%
  • FNA INSURANCE SERVICES INC33%
  • PATRIOT GROWTH INSURANCE SERVICES9%
Total $24K3 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

SAGE PARTS PLUS, INC. 401(K) SAVINGS PLAN

401k

Assets$12.8M
Participants272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGE PARTS PLUS, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$152K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGE PARTS PLUS, INC. 401(K) SAVINGS PLAN401k$12.8M2722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGE PARTS PLUS, INC. HEALTH AND WELFARE PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY$152K2392024
Retirement plans
Welfare plans
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