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Sponsor portfolio

HUBBARDTON FORGE, LLC

EIN 20-3535651-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$251K premiums
Participants
504
154 ROUTE 30 - CASTLETON, VT 05735802-468-3090hubbardtonforge.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$22.9M - 254 part#505Mixed-$251K - 291 lives

Benefits portfolio analytics

1 plan / $251K premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$139K
  • Dental$132K
  • Short-term disability$52K
  • Other$43K
  • Life$34K
  • Long-term disability$17K
Total $251K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • METROPOLITAN LIFE INSURANCE COMPANY55%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY42%
  • INVEST EAP3%
Total $251K3 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • RSC INSURANCE BROKERAGE INC43%
  • ASSUREDPARTNERS32%
  • SELMAN & COMPANY, LLC25%
Total $21K3 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

HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN

401k

Assets$22.9M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HUBBARDTON FORGE, LLC HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$251K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HUBBARDTON FORGE SAVINGS AND RETIREMENT PLAN401k$22.9M2542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HUBBARDTON FORGE, LLC HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$251K2912025
Retirement plans
Welfare plans
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