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  2. SUNATION ENERGY, INC.
Sponsor portfolioTH

SUNATION ENERGY, INC.

EIN 41-0957999-public relations and communications-Latest filing 2025
Plans
3
Retirement
2
$20.9M assets
Welfare
1
$122K premiums
Participants
579
117 REMINGTON BLVD. - RONKONKOMA, NY 11779952-996-1674pineapplerm.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#002401k-$20.9M - 345 part#003ESOP-$33K - 37 part#502Mixed-$122K - 197 lives

Retirement portfolio analytics

2 plans aggregated / $20.9M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • INC. EMPLOYEE Savings (#002)100%
  • PLAN AND TRUST (#003)0%
Total $20.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MILLIMAN, INC.100%
Total $20.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE Savings (#002)345
  • PLAN AND TRUST (#003)37
Total 382Click row to drill in

Benefits portfolio analytics

1 plan / $122K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • Other$64K
  • Dental$58K
  • Vision$58K
Total $122K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA53%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY47%
Total $122K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • THE HORTON GROUP60%
  • MARSH & MCLENNAN AGENCY LLC21%
  • CENTRO BENEFITS RESEARCH LLC18%
Total $17K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PINEAPPLE ENERGY, INC. EMPLOYEE SAVINGS PLAN

401k

Assets$20.9M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PINEAPPLE ENERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$33K
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SUNATION ENERGY, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$122K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PINEAPPLE ENERGY, INC. EMPLOYEE SAVINGS PLAN401k$20.9M3452024
003PINEAPPLE ENERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$33K372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SUNATION ENERGY, INC. HEALTH AND WELFARE BENEFIT PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$122K1972025
Retirement plans
Welfare plans
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