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Sponsor portfolio

IRONWOOD POWER SERVICES

EIN 16-1488524-environmental services-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$1.1M premiums
Participants
320
270 MIDDLE RD - HENRIETTA, NY 14467585-436-2900terrytree.comLinkedIn201-500 employeesenvironmental services
Plans on this EIN
2 filings
#001401k-$6.9M - 171 part#501Fully Insured-$1.1M - 149 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$978K
  • Prescription drug$978K
  • Other$88K
  • Dental$53K
  • Long-term disability$24K
  • Short-term disability$16K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC8%
  • ALLIANCE FINANCIAL NETWORK0%
Total $68K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TERRY TREE SERVICE, LLC. 401(K) PLAN

401k

Assets$6.9M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IRONWOOD POWER SERVICES WELFARE BENEFIT PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.1M
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TERRY TREE SERVICE, LLC. 401(K) PLAN401k$6.9M1712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IRONWOOD POWER SERVICES WELFARE BENEFIT PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$1.1M1492025
Retirement plans
Welfare plans
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