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Sponsor portfolioTH

SPIEZLE GROUP, INC.

EIN 23-1937152-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
4
Retirement
2
$42.1M assets
Welfare
2
$427K premiums
Participants
417
1395 YARDVILLE-HAMILTON SQUARE RD., SUITE 2A - HAMILTON, NJ 08691609-695-7400
Plans on this EIN
4 filings
#003ESOP-$34.7M - 106 part#002401k-$7.4M - 131 part#502Self Funded-$276K - 60 lives#501Fully Insured-$152K - 120 lives

Retirement portfolio analytics

2 plans aggregated / $42.1M assets / 237 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEE STOCK OWNERSHIP (#003)82%
  • INC. RETIREMENT PLAN (#002)18%
Total $42.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)131
  • EMPLOYEE STOCK OWNERSHIP (#003)106
Total 237Click row to drill in

Benefits portfolio analytics

2 plans / $427K premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$276K
  • Dental$152K
  • Vision$152K
  • Life$152K
  • Short-term disability$152K
  • Long-term disability$152K
  • +1 more
Total $427K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITED STATES FIRE INSURANCE COMPANY65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA35%
Total $427K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES R NELLIGAN & ASSOCIATES LLC100%
Total $22K1 slice

Plan deep-dives

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

SPIEZLE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$34.7M
Participants106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPIEZLE GROUP, INC. RETIREMENT PLAN

401k

Assets$7.4M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SPIEZLE GROUP, INC. GROUP MEDICAL PLAN

Self Funded - CRUM & FORSTER

Premiums$276K
Covered lives60
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SPIEZLE GROUP, INC. DENTAL & ANCILLARY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$152K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SPIEZLE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$34.7M1062025
002SPIEZLE GROUP, INC. RETIREMENT PLAN401k$7.4M1312024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SPIEZLE GROUP, INC. GROUP MEDICAL PLANSelf FundedCRUM & FORSTER$276K602025
501SPIEZLE GROUP, INC. DENTAL & ANCILLARY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$152K1202025
Retirement plans
Welfare plans
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