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  2. ETHAN ALLEN GLOBAL, INC.
Sponsor portfolio

ETHAN ALLEN GLOBAL, INC.

EIN 20-2991357-retail-Latest filing 2025
Plans
2
Retirement
1
$248.6M assets
Welfare
1
$1.7M premiums
Participants
4,927
ETHAN ALLEN DRIVE, ATTN CORPORATE BENEFITS DEPT. - DANBURY, CT 06811203-743-8000ethanallen.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#003401k-$248.6M - 3,183 part#501Mixed-$1.7M - 1,733 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$838K
  • Dental$825K
  • Life$693K
  • Long-term disability$693K
  • Vision$127K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • HARTFORD LIFE AND ACCIDENT42%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • C M SMITH AGENCY, INC.74%
  • EMPLOYEE FAMILY PROTECTION INC12%
  • GCG FINANCIAL LLC10%
  • HP PLANNING LLC4%
Total $75K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE ETHAN ALLEN RETIREMENT SAVINGS PLAN

401k

Assets$248.6M
Participants3,183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ETHAN ALLEN EMPLOYEE WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.7M
Covered lives1,733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE ETHAN ALLEN RETIREMENT SAVINGS PLAN401k$248.6M3,1832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ETHAN ALLEN EMPLOYEE WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.7M1,7332025
Retirement plans
Welfare plans
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