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Sponsor portfolio

GOLDFEIN, LLC

EIN 26-2143170-program development-Latest filing 2025
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$148K premiums
Participants
716
4575 WEBB BRIDGE ROAD, PO BOX 2970 - ALPHARETTA, GA 30004770-589-5316goldfeinclaims.comLinkedIn201-500 employeesprogram development
Plans on this EIN
2 filings
#001401k-$7.6M - 519 part#501Mixed-$148K - 197 lives

Benefits portfolio analytics

1 plan / $148K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$148K
  • Vision$148K
  • Short-term disability$148K
  • Long-term disability$148K
Total $148K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $148K1 slice

Broker market share

Schedule A broker compensation

Split broker
72%top
  • BROWN & BROWN INSURANCE SERVICES72%
  • UNITED PRODUCERS GROUP LLC28%
Total $26K2 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

GOLDFEIN LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.6M
Participants519
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLDFEIN, LLC HEALTH PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$148K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLDFEIN LLC 401(K) PROFIT SHARING PLAN & TRUST401k$7.6M5192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLDFEIN, LLC HEALTH PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$148K1972025
Retirement plans
Welfare plans
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