PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SAMUELS & SON SEAFOOD COMPANY INC.
Sponsor portfolio

SAMUELS & SON SEAFOOD COMPANY INC.

EIN 23-2540626-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$7.8M assets
Welfare
1
$2.1M premiums
Participants
927
3400 SOUTH LAWRENCE STREET - PHILADELPHIA, PA 19148215-336-7810
Plans on this EIN
3 filings
#001401k-$4.0M - 319 part#002401k-$3.7M - 190 part#501Mixed-$2.1M - 418 lives

Retirement portfolio analytics

2 plans aggregated / $7.8M assets / 509 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • 401(K) RETIREMENT PLAN (#001)52%
  • CO. UNION 401(K) (#002)48%
Total $7.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
52%top
  • (Not disclosed)52%
  • TRANSAMERICA RETIREMENT SOLUTIONS48%
Total $7.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)319
  • CO. UNION 401(K) (#002)190
Total 509Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$101K
  • Vision$19K
Total $2.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ASSUREDPARTNERS79%
  • ACRISURE LLC21%
  • EMERSON REID LLC0%
Total $78K3 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

SAMUELS & SON SEAFOOD COMPANY, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.0M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMUELS & SON SEAFOOD CO. UNION 401(K) PLAN

401k

Assets$3.7M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAMUELS AND SON SEAFOOD CO WELFARE PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$2.1M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAMUELS & SON SEAFOOD COMPANY, INC. 401(K) RETIREMENT PLAN401k$4.0M3192024
002SAMUELS & SON SEAFOOD CO. UNION 401(K) PLAN401k$3.7M1902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAMUELS AND SON SEAFOOD CO WELFARE PLANMixedINDEPENDENCE BLUE CROSS$2.1M4182025
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