Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$486K
- Life$95K
- Short-term disability$95K
- Long-term disability$95K
- Dental$93K
- Vision$93K
Sponsor portfolio
ANANIA & ASSOCIATES INVESTMENT COMPANY, LLC
EIN 26-3677340investment managementLatest filing 2025
Plans
2
Retirement
1
$721K assets
Welfare
1
$674K premiums
Participants
248
2 PORTLAND FISH PIER,, MARINE TRADE CENTER #214 - PORTLAND, ME 04101207-518-6791anania.bizLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $674K premiums / 224 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- AETNA LIFE INSURANCE COMPANY86%
- STANDARD INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
63%top
- CROSS BENEFIT SOLUTIONS63%
- CROSS INSURANCE19%
- JAMES R NELLIGAN & ASSOCIATES LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANANIA & ASSOCIATES INVESTMENT COMPANY, LLC 401(K) PLAN
401k
Assets$721K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANANIA & ASSOCIATES INVESTMENT CO CONSOLIDATED WELFARE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$674K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANANIA & ASSOCIATES INVESTMENT COMPANY, LLC 401(K) PLAN | 401k | $721K | 24 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANANIA & ASSOCIATES INVESTMENT CO CONSOLIDATED WELFARE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $674K | 224 | 2024 |
Retirement plans
Welfare plans