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Sponsor portfolio

THE FORT MILLER GROUP, INC.

EIN 14-1459087-consumer goods-Latest filing 2025
Plans
3
Retirement
2
$191.5M assets
Welfare
1
$4.9M premiums
Participants
1,538
P.O. BOX 98 - SCHUYLERVILLE, NY 12871518-695-5000fmgroup.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#003ESOP-$110.2M - 484 part#002401k-$81.4M - 617 part#505Fully Insured-$4.9M - 437 lives

Retirement portfolio analytics

2 plans aggregated / $191.5M assets / 1,101 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • EMPLOYEE STOCK OWNERSHIP (#003)58%
  • GROUP INCENTIVE Savings (#002)42%
Total $191.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • (Not disclosed)58%
  • T ROWE PRICE RPS INC42%
Total $191.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP INCENTIVE Savings (#002)617
  • EMPLOYEE STOCK OWNERSHIP (#003)484
Total 1,101Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.9M
  • Vision$49K
Total $4.9M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $4.9M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE FORT MILLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$110.2M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE FORT MILLER GROUP INCENTIVE SAVINGS PLAN

401k

Assets$81.4M
Participants617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE FORT MILLER GROUP HEALTH & WELFARE EMPLOYEE BENEFITS PLAN

Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.

Premiums$4.9M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003THE FORT MILLER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$110.2M4842025
002THE FORT MILLER GROUP INCENTIVE SAVINGS PLAN401k$81.4M6172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE FORT MILLER GROUP HEALTH & WELFARE EMPLOYEE BENEFITS PLANFully InsuredHIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.$4.9M4372025
Retirement plans
Welfare plans
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