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Sponsor portfolio

SAVATREE, LLC

EIN 13-3257374-environmental services-Latest filing 2025
Plans
2
Retirement
1
$81.5M assets
Welfare
1
$1.6M premiums
Participants
6,730
550 BEDFORD RD - BEDFORD HILLS, NY 105071605914-241-4999deertechusa.comLinkedIn1001-5000 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$81.5M - 3,818 part#501Mixed-$1.6M - 2,774 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,774 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Short-term disability$691K
  • Life$589K
  • Long-term disability$589K
  • Dental$48K
  • Vision$48K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • MEGAN SILVERMAN42%
  • E POWERED BENEFITS LLC38%
  • DAVID J MCCLELLAN16%
  • GIS BENEFITS INC4%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $400K5 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

SAVATREE, LLC

401k

Assets$81.5M
Participants3,818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAVATREE, LLC EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives2,774
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAVATREE, LLC401k$81.5M3,8182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAVATREE, LLC EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M2,7742025
Retirement plans
Welfare plans
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