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Sponsor portfolio

ARLEE HOME FASHIONS, INC.

EIN 62-0989371-textiles-Latest filing 2024
Plans
4
Retirement
3
$5.3M assets
Welfare
1
$946K premiums
Participants
300
36 EAST 31ST STREET 8TH FLOOR - NEW YORK, NY 10016212-689-0020LinkedIn51-200 employeestextiles
Plans on this EIN
4 filings
#001401k-$4.1M - 40 part#003401k-$875K - 99 part#002ESOP-$363K - 55 part#503Fully Insured-$946K - 108 lives

Retirement portfolio analytics

3 plans aggregated / $5.3M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • INC. 401(K) Savings (#001)77%
  • MISSOURI 401(K) Savings (#003)16%
  • EMPLOYEE STOCK OWNERSHIP (#002)7%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MISSOURI 401(K) Savings (#003)99
  • EMPLOYEE STOCK OWNERSHIP (#002)55
  • INC. 401(K) Savings (#001)40
Total 194Click row to drill in

Benefits portfolio analytics

1 plan / $946K premiums / 108 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$902K
  • Vision$902K
  • Life$902K
  • Other$25K
  • Long-term disability$19K
  • Dental$16K
Total $946K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HEALTH NET95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $946K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • EDGEWOOD PARTNER INSURANCE CENTER86%
  • EDGEWOOD PARTNERS INSURANCE CENTER13%
  • MICHAEL J PERRI0%
  • LISA A PERRI0%
  • PROFESSIONAL GROUP PLANS INC0%
  • +3 more
Total $55K8 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

ARLEE HOME FASHIONS, INC. 401(K) SAVINGS PLAN

401k

Assets$4.1M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ARLEE HOME FASHIONS, INC. MISSOURI 401(K) SAVINGS PLAN

401k

Assets$875K
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE ARLEE GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$363K
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ARLEE HOME FASHIONS HEALTH AND WELFARE PLAN

Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$946K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ARLEE HOME FASHIONS, INC. 401(K) SAVINGS PLAN401k$4.1M402024
003ARLEE HOME FASHIONS, INC. MISSOURI 401(K) SAVINGS PLAN401k$875K992024
002THE ARLEE GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$363K552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ARLEE HOME FASHIONS HEALTH AND WELFARE PLANFully InsuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$946K1082024
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