Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
SAVE ON SP LLC
EIN 47-3603390Latest filing 2025
Plans
3
Retirement
2
$15.6M assets
Welfare
1
$2.3M premiums
Participants
921
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.6M assets / 669 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- JOHN HANCOCK LIFE INSURANCE COMPANY57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.3M premiums / 280 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Other$204K
- Life$199K
- Short-term disability$176K
- Long-term disability$154K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
100%top
- LAWLEY BENEFITS GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAVE ON SP 401(K) PLAN
401k
Assets$8.9M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAVE ON SP CASH BALANCE PLAN
CashBalance
Assets$6.7M
Participants374
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAVE ON SP, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Premiums$2.3M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAVE ON SP 401(K) PLAN | 401k | $8.9M | 295 | 2024 | |
| 001 | SAVE ON SP CASH BALANCE PLAN | CashBalance | $6.7M | 374 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAVE ON SP, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | $2.3M | 280 | 2025 |
Retirement plans
Welfare plans