Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
R.W. SIDLEY, INC.
EIN 34-0529112constructionLatest filing 2025
Plans
3
Retirement
2
$29.8M assets
Welfare
1
$47K premiums
Participants
529
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $29.8M assets / 471 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $47K premiums / 90 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$33K
- Prescription drug$33K
- Other$15K
- Life$8K
- Dental$2K
Carrier market share
Premium dollars by Schedule A carrier
69%top
- AETNA LIFE INSURANCE COMPANY69%
- UNITEDHEALTHCARE INSURANCE COMPANY14%
- AMERICAN UNITED LIFE INSURANCE COMPANY13%
- PRINCIPAL LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$19.9M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R.W. SIDLEY, INC. 401(K) PLAN AND TRUST
401k
Assets$9.9M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
R.W. SIDLEY, INC. GROUP BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$47K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R. W. SIDLEY, INC. EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $19.9M | 240 | 2024 | |
| 002 | R.W. SIDLEY, INC. 401(K) PLAN AND TRUST | 401k | $9.9M | 231 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | R.W. SIDLEY, INC. GROUP BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $47K | 90 | 2025 |
Retirement plans
Welfare plans