Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- Other$170K
Sponsor portfolio
SPOONER, INC.
EIN 20-3968517Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$170K premiums
Participants
1,405
14287 N. 87TH STREET SUITE 220 - SCOTTSDALE, AZ 85260480-551-4942
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $170K premiums / 459 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- M & O AGENCIES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPOONER RETIREMENT SAVINGS PLAN
401k
Assets$22.3M
Participants946
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPOONER, INC. EMPLOYEE BENEFITS PROGRAM
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$170K
Covered lives459
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPOONER RETIREMENT SAVINGS PLAN | 401k | $22.3M | 946 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPOONER, INC. EMPLOYEE BENEFITS PROGRAM | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $170K | 459 | 2025 |
Retirement plans
Welfare plans