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Sponsor portfolio

PELLA TENNESSEE, LLC

EIN 20-2745077-Latest filing 2025
Plans
5
Retirement
1
$6.0M assets
Welfare
4
$144K premiums
Participants
442
1150 ANTIOCH PIKE, SUITE 100 - NASHVILLE, TN 37211615-256-8383
Plans on this EIN
5 filings
#001401k-$6.0M - 113 part#505Mixed-$74K - 105 lives#504Fully Insured-$54K - 95 lives#503Fully Insured-$17K - 138 lives#502Self Funded-0 lives

Benefits portfolio analytics

4 plans / $144K premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$74K
  • Life$61K
  • Long-term disability$61K
Total $74K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $74K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MCGRIFF INSURANCE SERVICES INC74%
  • MARSH & MCLENNAN AGENCY LLC13%
  • GROUP INSURANCE SERVICES INC12%
Total $11K3 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

PELLA TENNESSEE 401(K) PLAN

401k

Assets$6.0M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PELLA TENNESSEE, LLC HEALTH AND WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$74K
Covered lives105
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PELLA TENNESSEE, LLC LIFE AND DISABILITY BENEFITS PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$54K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PELLA TENNESSEE, LLC ACCIDENT AND CRITICAL ILLNESS BENEFITS PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$17K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PELLA TENNESSEE, LLC HEALTH, DENTAL, AND VISION BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PELLA TENNESSEE 401(K) PLAN401k$6.0M1132024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PELLA TENNESSEE, LLC HEALTH AND WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$74K1052025
504PELLA TENNESSEE, LLC LIFE AND DISABILITY BENEFITS PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$54K952024
503PELLA TENNESSEE, LLC ACCIDENT AND CRITICAL ILLNESS BENEFITS PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$17K1382024
502PELLA TENNESSEE, LLC HEALTH, DENTAL, AND VISION BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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