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Sponsor portfolio

V. ALEXANDER & CO., INC.

EIN 62-0672816-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$36.0M assets
Welfare
1
$1.5M premiums
Participants
453
51 GERMANTOWN COURT, SUITE 300 - MEMPHIS, TN 38018901-795-7761valexander.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
2 filings
#001401k-$36.0M - 249 part#501Mixed-$1.5M - 204 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.2M
  • Other$212K
  • Life$190K
  • Long-term disability$59K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • HARTFORD LIFE AND ACCIDENT6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • STEALTH PARTNER GROUP LLC96%
  • MARSH & MCLENNAN AGENCY LLC4%
Total $89K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

V. ALEXANDER & CO., INC. SAVINGS PLAN

401k

Assets$36.0M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

V. ALEXANDER & CO., INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.5M
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001V. ALEXANDER & CO., INC. SAVINGS PLAN401k$36.0M2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501V. ALEXANDER & CO., INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.5M2042025
Retirement plans
Welfare plans
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