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Sponsor portfolio

WILLIAM H SADLIER, INC.

EIN 13-5363840-publishing-Latest filing 2025
Plans
2
Retirement
1
$30.0M assets
Welfare
1
$2.0M premiums
Participants
310
25 BROADWAY - NEW YORK, NY 10004212-227-2120sadlier.comLinkedIn501-1000 employeespublishing
Plans on this EIN
2 filings
#002401k-$30.0M - 204 part#510Fully Insured-$2.0M - 153 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
  • Other$120K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • VISION SERVICE PLAN1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $94K1 slice

Plan deep-dives

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

WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN

401k

Assets$30.0M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WILLIAM H. SADLIER INC, EMPLOYEE BENEFITS PROGRAM

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN401k$30.0M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WILLIAM H. SADLIER INC, EMPLOYEE BENEFITS PROGRAMFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.0M1532025
Retirement plans
Welfare plans
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