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Sponsor portfolio

RETAIL WHOLESALE DEPARTMENT STORE UNION LOCAL 108

EIN 22-1171648-Latest filing 2025
Plans
3
Retirement
2
$1.9M assets
Welfare
1
$350K premiums
Participants
288
1576 SPRINGFIELD AVENUE - MAPLEWOOD, NJ 070402414201-373-1081
Plans on this EIN
3 filings
#002TraditionalDB-$1.7M - 18 part#001401k-$203K - 19 part#501Self Funded-$350K - 251 lives

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 37 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • 108 EMPLOYEES PENSION (#002)90%
  • PLAN & TRUST (#001)10%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)19
  • 108 EMPLOYEES PENSION (#002)18
Total 37Click row to drill in

Benefits portfolio analytics

1 plan / $350K premiums / 251 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY100%
Total $350K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LOCAL 108 EMPLOYEES PENSION PLAN

TraditionalDB

Assets$1.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETAIL WHOLESALE AND 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$203K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOCAL 108 HEALTH EXPENSE BENEFITS PLAN

Self Funded - BERKSHIRE HATHAWAY SPECIALTY INSURANCE

Premiums$350K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LOCAL 108 EMPLOYEES PENSION PLANTraditionalDB$1.7M182024
001RETAIL WHOLESALE AND 401(K) PROFIT SHARING PLAN & TRUST401k$203K192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOCAL 108 HEALTH EXPENSE BENEFITS PLANSelf FundedBERKSHIRE HATHAWAY SPECIALTY INSURANCE$350K2512025
Retirement plans
Welfare plans
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