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  2. ENGLEFIELD INC.
Sponsor portfolio

ENGLEFIELD INC.

EIN 31-1248972-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$2.3M premiums
Participants
1,352
447 JAMES PKWY - HEATH, OH 430561030740-928-8215
Plans on this EIN
2 filings
#001401k-$16.0M - 652 part#501Mixed-$2.3M - 768 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 768 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.1M
  • Stop-loss$742K
  • Other$386K
  • Life$320K
  • Long-term disability$320K
  • Vision$34K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • RXBENEFITS, INC.48%
  • SUN LIFE ASSURANCE COMPANY OF CANADA33%
  • HARTFORD LIFE AND ACCIDENT14%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • EYEMED VISION CARE2%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • RXBENEFITS, INC.8%
  • UMR, INC.7%
  • WATCHTOWER BENEFITS, LLC1%
  • SMITH, THOMAS, CHRISTOPHER1%
  • +3 more
Total $65K8 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

ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN

401k

Assets$16.0M
Participants652
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENGLEFIELD INC. HEALTH BENEFIT PLAN - PLAN I PREMIUM

Mixed - RXBENEFITS

Premiums$2.3M
Covered lives768
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENGLEFIELD, INC. SAVINGS AND RETIREMENT 401(K) PLAN401k$16.0M6522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENGLEFIELD INC. HEALTH BENEFIT PLAN - PLAN I PREMIUMMixedRXBENEFITS$2.3M7682025
Retirement plans
Welfare plans
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