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Sponsor portfolio

ALLEY-CASSETTY COMPANIES, INC.

EIN 62-0715354-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$584K premiums
Participants
669
2 OLDHAM STREET - NASHVILLE, TN 37213615-244-0440
Plans on this EIN
2 filings
#002401k-$16.7M - 348 part#501Mixed-$584K - 375 lives

Benefits portfolio analytics

1 plan / $584K premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$398K
  • Life$277K
  • Short-term disability$277K
  • Long-term disability$277K
  • Dental$163K
  • Vision$23K
Total $584K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • HARTFORD LIFE AND ACCIDENT47%
  • DELTA DENTAL OF CALIFORNIA32%
  • AFLAC21%
Total $584K3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • BROWN & BROWN INSURANCE SERVICES88%
  • JAMIE M HUTTON4%
  • JAIME HUTTON2%
  • JORDAN S SMITH2%
  • PETER JOHN REGINELLI1%
  • +3 more
Total $89K8 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

ALLEY-CASSETTY CO., INC. 401(K) PROFIT SHARING PLAN

401k

Assets$16.7M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEY-CASSETTY COMPANIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$584K
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ALLEY-CASSETTY CO., INC. 401(K) PROFIT SHARING PLAN401k$16.7M3482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEY-CASSETTY COMPANIES, INC. EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$584K3752025
Retirement plans
Welfare plans
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