Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$117K
- Vision$117K
- Life$98K
- Long-term disability$98K
- +1 more
Sponsor portfolio
ECHELON SUPPLY AND SERVICE INC.
EIN 16-1077780wholesaleLatest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$2.1M premiums
Participants
527
115 METROPOLITAN PARK DR - LIVERPOOL, NY 130885335315-451-2770echelonsupply.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 182 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- AMERITAS LIFE INSURANCE CORP.6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
85%top
- BURNHAM FINANCIAL SERVICES, LLC85%
- GCG FINANCIAL LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ECHELON SUPPLY & SERVICE, INC. 401(K) PLAN
401k
Assets$11.3M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ECHELON SUPPLY AND SERVICE INC. WELFARE BENEFITS PLAN
Mixed - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.1M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ECHELON SUPPLY & SERVICE, INC. 401(K) PLAN | 401k | $11.3M | 343 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ECHELON SUPPLY AND SERVICE INC. WELFARE BENEFITS PLAN | Mixed | EXCELLUS BLUE CROSS BLUE SHIELD | $2.1M | 182 | 2025 |
Retirement plans
Welfare plans