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Sponsor portfolio

SQUARE DEAL MACHINING, INC.

EIN 16-1556543-machinery-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$1.1M premiums
Participants
548
98 U.S. ROUTE 11 - MARATHON, NY 13803607-849-3502LinkedIn11-50 employeesmachinery
Plans on this EIN
2 filings
#001401k-$6.5M - 278 part#501Mewa-$1.1M - 270 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$71K
  • Vision$71K
  • Life$71K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HARDING BROOKS INS AGENCY100%
Total $49K1 slice

Plan deep-dives

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

SQUARE DEAL MACHINING, INC. 401(K) PLAN

401k

Assets$6.5M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SQUARE DEAL MACHINING, INC. WELFARE BENEFIT PLAN

Mewa - EXCELLUS BLUECROSS BLUESHIELD

Premiums$1.1M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SQUARE DEAL MACHINING, INC. 401(K) PLAN401k$6.5M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SQUARE DEAL MACHINING, INC. WELFARE BENEFIT PLANMewaEXCELLUS BLUECROSS BLUESHIELD$1.1M2702025
Retirement plans
Welfare plans
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