PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIVE STAR EQUIPMENT, INC.
Sponsor portfolio

FIVE STAR EQUIPMENT, INC.

EIN 23-2281067-construction-Latest filing 2025
Plans
3
Retirement
1
$14.1M assets
Welfare
2
$649K premiums
Participants
457
1300 DUNHAM DRIVE - DUNMORE, PA 18512570-346-1701fivestarequipment.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$14.1M - 192 part#501Self Funded-$514K - 124 lives#502Fully Insured-$135K - 141 lives

Benefits portfolio analytics

2 plans / $649K premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$514K
  • Dental$63K
  • Other$51K
  • Life$16K
  • Vision$15K
  • Short-term disability$6K
Total $649K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HM LIFE INSURANCE COMPANY79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $649K4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • CREATIVE BENEFITS, INC.72%
  • UNIVERSAL EMPLOYEE BENEFITS SOLUTIO28%
Total $14K2 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

FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN

401k

Assets$14.1M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIVE STAR EQUIPMENT, INC. GROUP MEDICAL PLAN (501)

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$514K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FIVE STAR EQUIPMENT, INC. GROUP INSURANCE PLAN (502)

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$135K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIVE STAR EQUIPMENT, INC. FLEXIBLE COMPENSATION PLAN401k$14.1M1922024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIVE STAR EQUIPMENT, INC. GROUP MEDICAL PLAN (501)Self FundedHM LIFE INSURANCE COMPANY$514K1242025
502FIVE STAR EQUIPMENT, INC. GROUP INSURANCE PLAN (502)Fully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$135K1412025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica