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Sponsor portfolio

SISTERSON & CO. LLP

EIN 25-1467156-accounting-Latest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$61K premiums
Participants
250
501 GRANT STREET SUITE 450 - PITTSBURGH, PA 15219412-281-2025sisterson.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$22.0M - 134 part#501Fully Insured-$61K - 117 lives

Benefits portfolio analytics

1 plan / $61K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$61K
  • Long-term disability$61K
  • Other$61K
Total $61K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $61K1 slice

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HENDERSON BROTHERS, INC.89%
  • WATCHTOWER TECHNOLOGIES INC11%
Total $7K2 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

SISTERSON & CO. LLP TAX SHELTERED SAVINGS AND PROFIT SHARING PLAN

401k

Assets$22.0M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SISTERSON & CO. LLP GROUP LIFE & LT DISABILITY

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$61K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SISTERSON & CO. LLP TAX SHELTERED SAVINGS AND PROFIT SHARING PLAN401k$22.0M1342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SISTERSON & CO. LLP GROUP LIFE & LT DISABILITYFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$61K1172025
Retirement plans
Welfare plans
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