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Sponsor portfolio

MORGAN FUEL & HEATING COMPANY, INC.

EIN 14-1420673-Construction-Latest filing 2024
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$142K premiums
Participants
425
2785 WEST MAIN STREET - WAPPINGER FALLS, NY 12590845-297-5580
Plans on this EIN
2 filings
#002401k-$14.1M - 278 part#501Mixed-$142K - 147 lives

Benefits portfolio analytics

1 plan / $142K premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$110K
  • Vision$110K
  • Life$32K
  • Long-term disability$32K
  • Other$32K
Total $142K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • ANTHEM LIFE INSURANCE COMPANY77%
  • SUN LIFE ASSURANCE COMPANY OF CANADA23%
Total $142K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSHALL & STERLING EMPLOYEE BENEFI100%
Total $15K1 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

MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR

401k

Assets$14.1M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGAN FUEL & HEATING COMPANY, INC. D/B/A BOTTINI FUEL HEALTH AND WELFARE BENEFIT PLAN

Mixed - EMPIRE HEALTHCHOICE ASSURANCE, INC.

Premiums$142K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MORGAN FUEL & HEATING COMPANY, INC. 401(K) PROFIT SHARING PLAN & TR401k$14.1M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGAN FUEL & HEATING COMPANY, INC. D/B/A BOTTINI FUEL HEALTH AND WELFARE BENEFIT PLANMixedEMPIRE HEALTHCHOICE ASSURANCE, INC.$142K1472024
Retirement plans
Welfare plans
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