Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ELFORD, INC.
EIN 31-4371060constructionLatest filing 2025
Plans
3
Retirement
2
$30.6M assets
Welfare
1
$914K premiums
Participants
683
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $30.6M assets / 399 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $914K premiums / 349 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$457K
- Other$318K
- Life$291K
- Long-term disability$291K
- Dental$121K
- Vision$19K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- US FIRE INSURANCE COMPANY50%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA32%
- DELTA DENTAL OF CALIFORNIA15%
- HCC LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
53%top
- HAUGHN AND ASSOCIATES INC.53%
- MARSH & MCLENNAN AGENCY LLC31%
- CARON GROUP10%
- ENROLLEASE7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ELFORD, INC. 401(K) PLAN
401k
Assets$25.7M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELFORD, INC. RETIREMENT PLAN
TraditionalDB
Assets$5.0M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ELFORD INC. EMPLOYEE BENEFITS PLAN
Mixed - US FIRE INSURANCE
Premiums$914K
Covered lives349
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ELFORD, INC. 401(K) PLAN | 401k | $25.7M | 331 | 2025 | |
| 001 | ELFORD, INC. RETIREMENT PLAN | TraditionalDB | $5.0M | 68 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ELFORD INC. EMPLOYEE BENEFITS PLAN | Mixed | US FIRE INSURANCE | $914K | 349 | 2025 |
Retirement plans
Welfare plans