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Sponsor portfolio

SCHLOTTERBECK & FOSS

EIN 20-0272422-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.7M premiums
Participants
385
3 LEDGEVIEW DRIVE - WESTBROOK, ME 04092207-772-4666schlotterbeck-foss.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$6.4M - 211 part#501Fully Insured-$1.7M - 251 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Vision$419K
  • Prescription drug$403K
  • Dental$80K
  • Short-term disability$44K
  • Long-term disability$40K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
  • BLUE CROSS OF CALIFORNIA24%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • CLARK INSURANCE65%
  • MARSH & MCLENNAN AGENCY LLC22%
  • NICHOLAS COLUCCI, CLARK INSURANCE11%
  • THE NIA GROUP2%
Total $66K4 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

SCHLOTTERBECK & FOSS 401(K) PLAN

401k

Assets$6.4M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHLOTTERBECK & FOSS WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCHLOTTERBECK & FOSS 401(K) PLAN401k$6.4M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHLOTTERBECK & FOSS WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M2512025
Retirement plans
Welfare plans
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