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Sponsor portfolio

POWERS AND SONS, LLC

EIN 33-1009205-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$125K premiums
Participants
478
1613 MAGDA DRIVE - MONTPELIER, OH 43543419-485-3151
Plans on this EIN
2 filings
#001401k-$16.0M - 279 part#501Mixed-$125K - 196 lives

Benefits portfolio analytics

1 plan / $125K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$107K
  • Long-term disability$107K
  • Other$107K
  • Vision$18K
Total $125K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA86%
  • VISION SERVICE PLAN14%
Total $125K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • KAPNICK & COMPANY, INC.73%
  • CENTRO BENEFITS RESEARCH LLC27%
Total $25K2 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

POWERS AND SONS, LLC 401(K) PLAN

401k

Assets$16.0M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POWERS-PIONEER GROUP LIFE & HEALTH INSURANCE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$125K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POWERS AND SONS, LLC 401(K) PLAN401k$16.0M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POWERS-PIONEER GROUP LIFE & HEALTH INSURANCE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$125K1962025
Retirement plans
Welfare plans
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