Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPI PHARMA, INC.
EIN 51-0108237pharmaceuticalsLatest filing 2025
Plans
3
Retirement
2
$70.1M assets
Welfare
1
$3.4M premiums
Participants
702
503 CARR ROAD, SUITE 210 - WILMINGTON, DE 198092800302-576-8535spipharma.comLinkedIn201-500 employeespharmaceuticals
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $70.1M assets / 505 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
81%top
- JOHN HANCOCK LIFE INSURANCE COMPANY81%
- (Not disclosed)19%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 402 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Other$366K
- Dental$339K
- Vision$339K
- Life$339K
- Long-term disability$339K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
43%top
- AVON M SCHERFF43%
- GLYNIS FIONA ROBERTS21%
- MY BENEFIT ADVISOR LLC21%
- EMERSON REID LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SPI PHARMA 401(K) PLAN
401k
Assets$56.6M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SPI PHARMA, INC. PENSION PLAN
TraditionalDB
Assets$13.5M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPI PHARMA, INC. HEALTH & WELFARE BENEFITS PLAN
Fully Insured - HIGHMARK DELAWARE
Premiums$3.4M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPI PHARMA 401(K) PLAN | 401k | $56.6M | 308 | 2024 | |
| 001 | SPI PHARMA, INC. PENSION PLAN | TraditionalDB | $13.5M | 197 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPI PHARMA, INC. HEALTH & WELFARE BENEFITS PLAN | Fully Insured | HIGHMARK DELAWARE | $3.4M | 402 | 2025 |
Retirement plans
Welfare plans