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Sponsor portfolio

ENCORE HOLDINGS, LLC

EIN 27-0867747-international trade and development-Latest filing 2025
Plans
2
Retirement
1
$35.8M assets
Welfare
1
$2.2M premiums
Participants
3,385
70 BACON STREET - PAWTUCKET, RI 02860401-723-7300soldshortinamerica.comLinkedIn1-10 employeesinternational trade and development
Plans on this EIN
2 filings
#001401k-$35.8M - 1,244 part#501Mixed-$2.2M - 1,895 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,895 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • Dental$784K
  • Vision$133K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • HARTFORD LIFE AND ACCIDENT52%
  • DELTA DENTAL OF CALIFORNIA35%
  • AFLAC6%
  • VISION SERVICE PLAN6%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • USI INSURANCE SERVICES LLC71%
  • ASSUREDPARTNERS15%
  • DANIEL C HARRIS5%
  • BRAIN W PATTEN4%
  • MS BENEFITS3%
  • +3 more
Total $303K8 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

ENCORE HOLDINGS, LLC 401(K) PLAN

401k

Assets$35.8M
Participants1,244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENCORE HOLDINGS HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$2.2M
Covered lives1,895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENCORE HOLDINGS, LLC 401(K) PLAN401k$35.8M1,2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENCORE HOLDINGS HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$2.2M1,8952025
Retirement plans
Welfare plans
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