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Sponsor portfolio

MENZEL LIMITED PARTNERSHIP

EIN 57-0924203-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$165K premiums
Participants
78
951 SIMUEL RD - SPARTANBURG, SC 293014338864-576-5678
Plans on this EIN
2 filings
#002401k-$4.7M - 46 part#501Mixed-$165K - 37 lives

Benefits portfolio analytics

1 plan / $165K premiums / 37 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$141K
  • Dental$24K
  • Vision$24K
Total $165K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY86%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
Total $165K2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • BROWN & BROWN INSURANCE SERVICES61%
  • THE CASON GROUP INC39%
Total $3K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MENZEL LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.7M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENZEL, L.P. EMPLOYEE BENEFIT PLAN (501)

Mixed - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$165K
Covered lives37
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MENZEL LIMITED PARTNERSHIP 401(K) PROFIT SHARING PLAN & TRUST401k$4.7M462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENZEL, L.P. EMPLOYEE BENEFIT PLAN (501)MixedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$165K372024
Retirement plans
Welfare plans
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