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Sponsor portfolio

SLY FOX BREWING COMPANY, INC.

EIN 20-0472709-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$145K premiums
Participants
86
331 CIRCLE OF PROGRESS DRIVE - POTTSTOWN, PA 19464484-524-8210slyfoxbeer.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$1.7M - 48 part#501Mixed-$145K - 38 lives

Benefits portfolio analytics

1 plan / $145K premiums / 38 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$110K
  • Dental$21K
  • Vision$21K
  • Life$14K
  • Short-term disability$14K
  • Long-term disability$14K
  • +1 more
Total $145K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HM LIFE INSURANCE COMPANY76%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • EVEREST REINSURANCE COMPANY0%
Total $145K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • NESTER INSURANCE INC65%
  • ENROLLEASE17%
  • JOSEPH JOHN KOZAK11%
  • LYNN MARIE BARRY4%
  • EDWARD FRANCIS KLINGES4%
Total $6K5 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

SLY FOX BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SLY FOX BREWING COMPANY, INC. EMPLOYEE BENEFIT PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$145K
Covered lives38
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SLY FOX BREWING COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$1.7M482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SLY FOX BREWING COMPANY, INC. EMPLOYEE BENEFIT PLANMixedHM LIFE INSURANCE COMPANY$145K382024
Retirement plans
Welfare plans
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