Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$211K
- Short-term disability$211K
- Long-term disability$211K
- Other$211K
- Vision$26K
Sponsor portfolio
MARKOVITZ ENTERPRISES, INC.
EIN 25-0946788electrical/electronic manufacturingLatest filing 2024
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$237K premiums
Participants
351
100 BADGER DRIVE - ZELIENOPLE, PA 16063724-452-4500LinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $237K premiums / 500 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- EYEMED VISION CARE11%
Broker market share
Schedule A broker compensation
91%top
- DAN DESTEFANO91%
- LIBERTY FINANCIAL SERVICES9%
- LIBERTY INSURANCE SERVICES-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MARKOVITZ ENTERPRISES, INC. 401(K) RETIREMENT
401k
Assets$7.0M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MARKOVITZ HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$237K
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MARKOVITZ ENTERPRISES, INC. 401(K) RETIREMENT | 401k | $7.0M | 89 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MARKOVITZ HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $237K | 500 | 2024 |
Retirement plans
Welfare plans