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Sponsor portfolio

MEIER SUPPLY CO., INC.

EIN 15-0616623-wholesale-Latest filing 2025
Plans
3
Retirement
2
$75.8M assets
Welfare
1
$148K premiums
Participants
723
275 BROOME CORPORATE PKWY. - CONKLIN, NY 13748607-797-7700meiersupply.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filings
#003ESOP-$54.0M - 254 part#001401k-$21.8M - 261 part#501Mixed-$148K - 208 lives

Retirement portfolio analytics

2 plans aggregated / $75.8M assets / 515 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#003)71%
  • PROFIT SHARING PLAN (#001)29%
Total $75.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
71%top
  • (Not disclosed)71%
  • EPIC RETIREMENT PLAN SERVICES29%
Total $75.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)261
  • EMPLOYEE STOCK OWNERSHIP (#003)254
Total 515Click row to drill in

Benefits portfolio analytics

1 plan / $148K premiums / 208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$78K
  • Life$64K
  • Long-term disability$64K
  • Other$64K
  • Health$6K
  • Prescription drug$6K
Total $148K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • METROPOLITAN LIFE INSURANCE COMPANY43%
  • BLUE CROSS OF CALIFORNIA4%
Total $148K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $12K1 slice

Plan deep-dives

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

MEIER SUPPLY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$54.0M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEIER SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.8M
Participants261
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEIER SUPPLY CO. , INC. WELFARE BENEFITS PLAN

Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY

Premiums$148K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MEIER SUPPLY COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$54.0M2542025
001MEIER SUPPLY CO., INC. 401(K) PROFIT SHARING PLAN401k$21.8M2612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEIER SUPPLY CO. , INC. WELFARE BENEFITS PLANMixedSUN LIFE AND HEALTH INSURANCE COMPANY$148K2082025
Retirement plans
Welfare plans
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