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Sponsor portfolio

CLANCY RELOCATION & LOGISTICS

EIN 13-2943186-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$128K premiums
Participants
355
2963 RTE 22 - PATTERSON, NY 125632335845-230-6553
Plans on this EIN
2 filings
#001401k-$7.0M - 184 part#501Mixed-$128K - 171 lives

Benefits portfolio analytics

1 plan / $128K premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$42K
  • Life$32K
  • Long-term disability$28K
  • Short-term disability$18K
  • Vision$8K
  • Other$3K
Total $128K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY38%
  • AETNA LIFE INSURANCE COMPANY33%
  • COMPANION LIFE INSURANCE COMPANY23%
  • EYEMED VISION CARE6%
Total $128K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROWN RISK MANAGEMENT, LLC100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLANCY MOVING SYSTEMS, INC. 401(K) PLAN

401k

Assets$7.0M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLANCY RELOCATION & LOGISTICS BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$128K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLANCY MOVING SYSTEMS, INC. 401(K) PLAN401k$7.0M1842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLANCY RELOCATION & LOGISTICS BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$128K1712025
Retirement plans
Welfare plans
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