Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$600K
- Life$580K
- Long-term disability$580K
- Vision$115K
Sponsor portfolio
THE SIEGFRIED GROUP, LLP
EIN 51-0378135accountingLatest filing 2025
Plans
2
Retirement
1
$252.4M assets
Welfare
1
$715K premiums
Participants
3,302
1201 NORTH MARKET STREET, SUITE 700 - WILMINGTON, DE 19801302-984-1800siegfriedgroup.comLinkedIn1001-5000 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $715K premiums / 1,371 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA81%
- VISION SERVICE PLAN16%
- CAREBRIDGE CORPORATION3%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE SIEGFRIED GROUP'S 401(K) PLAN
401k
Assets$252.4M
Participants1,929
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SIEGFRIED GROUP, LLP WELFARE BENEFITS PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$715K
Covered lives1,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SIEGFRIED GROUP'S 401(K) PLAN | 401k | $252.4M | 1,929 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SIEGFRIED GROUP, LLP WELFARE BENEFITS PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $715K | 1,371 | 2025 |
Retirement plans
Welfare plans