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Sponsor portfolio

MALLORY SAFETY AND SUPPLY LLC

EIN 27-3905150-Latest filing 2025
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$105K premiums
Participants
1,238
1040 INDUSTRIAL WAY - LONGVIEW, WA 98632206-892-7263
Plans on this EIN
2 filings
#001401k-$15.3M - 669 part#503Mixed-$105K - 821 lives

Benefits portfolio analytics

1 plan / $105K premiums / 821 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$70K
  • Short-term disability$70K
  • Other$70K
  • Long-term disability$25K
  • Vision$10K
Total $105K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA67%
  • UNITEDHEALTHCARE INSURANCE COMPANY33%
Total $105K2 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • GALLAGHER BENEFIT SERVICES, INC.37%
  • MARGARET BRYANT19%
  • HEARTEASE LLC17%
  • SUSAN GOLD STOKES10%
  • WORKSITE BENEFITS GROUP INC7%
  • +2 more
Total $8K7 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

MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN

401k

Assets$15.3M
Participants669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MALLORY SAFETY AND SUPPLY DENTAL, VISION, LTD

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$105K
Covered lives821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MALLORY SAFETY AND SUPPLY EMPLOYEES RETIREMENT PLAN401k$15.3M6692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MALLORY SAFETY AND SUPPLY DENTAL, VISION, LTDMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$105K8212025
Retirement plans
Welfare plans
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