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Sponsor portfolio

STUART DEAN COMPANY, INC.

EIN 13-1354550-facilities services-Latest filing 2025
Plans
4
Retirement
3
$24.1M assets
Welfare
1
$3.1M premiums
Participants
561
43-50 10TH ST - LONG ISLAND CITY, NY 111016910347-294-6308stuartdean.comLinkedIn201-500 employeesfacilities services
Plans on this EIN
4 filings
#002401k-$16.6M - 123 part#003401k-$4.4M - 127 part#004401k-$3.2M - 58 part#504Fully Insured-$3.1M - 297 lives

Retirement portfolio analytics

3 plans aggregated / $24.1M assets / 308 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#002)69%
  • INC. RETIREMENT Savings (#003)18%
  • COLLECTIVE BARGAINING Savings (#004)13%
Total $24.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#003)127
  • PROFIT SHARING PLAN (#002)123
  • COLLECTIVE BARGAINING Savings (#004)58
Total 308Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Other$183K
  • Dental$143K
  • Vision$143K
  • Short-term disability$134K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • KAISER FOUNDATION HEALTH PLAN INC52%
  • UNITEDHEALTHCARE INSURANCE COMPANY38%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY4%
  • AFLAC2%
  • +1 more
Total $3.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • MICHELLE L FODREY2%
  • JASON DOUGLAS COX1%
  • JILL LISA RAPPAPORT1%
  • PATRICK RUHLE1%
  • +3 more
Total $133K8 slices

Plan deep-dives

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

STUART DEAN CO., INC. 401(K) SAVINGS AND PROFIT SHARING PLAN

401k

Assets$16.6M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN

401k

Assets$4.4M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

STUART DEAN CO., INC. COLLECTIVE BARGAINING SAVINGS PLAN

401k

Assets$3.2M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

STUART DEAN COMPANY, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.1M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002STUART DEAN CO., INC. 401(K) SAVINGS AND PROFIT SHARING PLAN401k$16.6M1232025
003STUART DEAN CO., INC. RETIREMENT SAVINGS PLAN401k$4.4M1272025
004STUART DEAN CO., INC. COLLECTIVE BARGAINING SAVINGS PLAN401k$3.2M582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504STUART DEAN COMPANY, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.1M2972024
Retirement plans
Welfare plans
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