Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.6M
- Other$1.6M
- Life$140K
- Long-term disability$116K
- Short-term disability$99K
- Vision$51K
Sponsor portfolio
ESP ASSOCIATES, INC.
EIN 56-0599737designLatest filing 2024
Plans
2
Retirement
1
$42.1M assets
Welfare
1
$2.0M premiums
Participants
1,267
3475 LAKEMONT BLVD - FORT MILL, SC 29708803-802-2440espassociates.comLinkedIn501-1000 employeesdesign
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 617 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- SUN LIFE ASSURANCE COMPANY OF CANADA80%
- UNITED OF OMAHA LIFE INSURANCE COMPANY17%
- EYEMED VISION CARE2%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$42.1M
Participants793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ESP ASSOCIATES PA EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$2.0M
Covered lives617
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $42.1M | 793 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ESP ASSOCIATES PA EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.0M | 617 | 2024 |
Retirement plans
Welfare plans