Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$11.6M
- PLAN & TRUST (#001)$978K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $12.6M assets / 487 participants
Share of aggregate retirement assets
Active + retired + deferred vested
3 plans / $2.8M premiums / 865 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Fully insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SUTTON FORD 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $11.6M | 464 | 2025 |
| #001 | SUTTON FORD 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $978K | 23 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SUTTON FORD, INC. MEDICAL PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 313 | 2024 |
| #502 | SUTTON FORD, INC. LIFE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 313 | 2024 |
| #503 | SUTTON FORD, INC. VISION PLAN | Fully insured | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | $12K | 239 | 2024 |