Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RAULLI & SONS, INC.
EIN 15-0616714constructionLatest filing 2024
Plans
3
Retirement
2
$33.8M assets
Welfare
1
$84K premiums
Participants
564
213 TEALL AVENUE - SYRACUSE, NY 13210315-479-6693raulliandsons.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $33.8M assets / 273 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $84K premiums / 291 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$84K
- Life$84K
- Other$84K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- JAMES P. REAGAN AGENCY INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN
401k
Assets$25.6M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RAULLI & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.2M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RAULLI BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$84K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RAULLI & SONS, INC. THE EMPLOYEES' PROFIT SHARING & RETIREMENT PLAN | 401k | $25.6M | 111 | 2024 | |
| 002 | RAULLI & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.2M | 162 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RAULLI BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $84K | 291 | 2024 |
Retirement plans
Welfare plans