Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$23K
- Life$5K
- Other$5K
Sponsor portfolio
ARIOSA & COMPANY, LLC
EIN 20-4004880mechanical or industrial engineeringLatest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$26K premiums
Participants
257
16 STENERSEN LANE, SUITE 3A - HUNT VALLEY, MD 21030410-628-4215ariosamechanical.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $26K premiums / 115 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
39%top
- MARSH & MCLENNAN AGENCY LLC39%
- JAMES R NELLIGAN & ASSOCIATES LLC19%
- KELLY & ASSOCIATES INSURANCE GROUP19%
- NFP INSURANCE SERVICES INC14%
- TOTALIS BENEFITS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST
401k
Assets$4.6M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ARIOSA & COMPANY GROUP BENEFITS PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$26K
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARIOSA & COMPANY, LLC 401(K) PLAN & TRUST | 401k | $4.6M | 142 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ARIOSA & COMPANY GROUP BENEFITS PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $26K | 115 | 2025 |
Retirement plans
Welfare plans