Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$867K
- Dental$45K
- Life$30K
- Other$30K
- Vision$12K
Sponsor portfolio
WILLIAM H. METCALFE AND SONS, INC.
EIN 52-0819008individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$954K premiums
Participants
234
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $954K premiums / 121 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- UNITEDHEALTHCARE INSURANCE COMPANY91%
- DOMINION NATIONAL5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
68%top
- HILB GROUP OF NEW ENGLAND68%
- KELLY & ASSOCIATES INSURANCE GROUP30%
- MATHER & STROHL ADMIN SVC INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN
401k
Assets$11.1M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WILLIAM H. METCALFE & SONS, INC. HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$954K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | 401k | $11.1M | 147 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WILLIAM H. METCALFE & SONS, INC. HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $954K | 121 | 2025 |
Retirement plans
Welfare plans