Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TOWNSEND TREE SERVICE COMPANY, INC.
EIN 35-1038926ConstructionLatest filing 2024
Plans
4
Retirement
2
$17.0M assets
Welfare
2
$1.3M premiums
Participants
3,676
Retirement portfolio analytics
2 plans aggregated / $17.0M assets / 2,136 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.3M premiums / 1,386 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$469K
- Life$311K
- Other$311K
- Dental$295K
- Short-term disability$187K
- Long-term disability$32K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY64%
- SUN LIFE ASSURANCE COMPANY OF CANADA36%
Broker market share
Schedule A broker compensation
80%top
- USI INSURANCE SERVICES LLC80%
- PREPARE BENEFITS, LLC20%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE TOWNSEND CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN
401k
Assets$12.2M
Participants222
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE TOWNSEND CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN
401k
Assets$4.8M
Participants1,914
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE TOWNSEND CORPORATION GROUP LIFE INS & ACCIDENTAL DEATH PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$824K
Covered lives771
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
THE TOWNSEND CORPORATION EMPLOYEE HEALTH CARE PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$469K
Covered lives615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE TOWNSEND CORPORATION SALARIED EMPLOYEES RETIREMENT SAVINGS PLAN | 401k | $12.2M | 222 | 2024 | |
| 004 | THE TOWNSEND CORPORATION HOURLY EMPLOYEES RETIREMENT SAVINGS PLAN | 401k | $4.8M | 1,914 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE TOWNSEND CORPORATION GROUP LIFE INS & ACCIDENTAL DEATH PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $824K | 771 | 2024 | |
| 501 | THE TOWNSEND CORPORATION EMPLOYEE HEALTH CARE PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $469K | 615 | 2024 |
Retirement plans
Welfare plans