Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$518K
- Other$518K
- Long-term disability$335K
- Vision$136K
Sponsor portfolioTH
BELMARK, INC.
EIN 39-1283237printingLatest filing 2025
Plans
2
Retirement
1
$184.2M assets
Welfare
1
$653K premiums
Participants
2,829
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $653K premiums / 1,473 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- METROPOLITAN LIFE INSURANCE COMPANY79%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
100%top
- MCCLONE AGENCY INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BELMARK EMPLOYEES' RETIREMENT SAVINGS PLAN AND TRUST
401k
Assets$184.2M
Participants1,635
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BELMARK INC. WELFARE PLANS
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$653K
Covered lives1,473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BELMARK EMPLOYEES' RETIREMENT SAVINGS PLAN AND TRUST | 401k | $184.2M | 1,635 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BELMARK INC. WELFARE PLANS | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $653K | 1,473 | 2025 |
Retirement plans
Welfare plans