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Sponsor portfolio

W.J. DEUTSCH AND SONS, LTD.

EIN 13-3539989-computer software-Latest filing 2025
Plans
2
Retirement
1
$87.4M assets
Welfare
1
$1.8M premiums
Participants
877
201 TRESSER BLVD., STE. 500 - STAMFORD, CT 06901203-965-4100LinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$87.4M - 479 part#501Mixed-$1.8M - 659 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 659 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.4M
  • Vision$383K
  • Dental$345K
  • Life$345K
  • Short-term disability$345K
  • Long-term disability$345K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SYMETRA LIFE INSURANCE COMPANY79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
  • EYEMED VISION CARE2%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $238K1 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

DEUTSCH FAMILY WINE & SPIRITS 401(K) SAVINGS PLAN

401k

Assets$87.4M
Participants479
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

W.J. DEUTSCH AND SONS, LTD. HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEUTSCH FAMILY WINE & SPIRITS 401(K) SAVINGS PLAN401k$87.4M4792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501W.J. DEUTSCH AND SONS, LTD. HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$1.8M6592025
Retirement plans
Welfare plans
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