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Sponsor portfolio

FLEET EQUIPMENT, LLC

EIN 62-1830293-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.1M premiums
Participants
290
2505 FARRISVIEW BOULEVARD - MEMPHIS, TN 38118901-332-3381fleetequip.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$2.7M - 173 part#501Fully Insured-$1.1M - 155 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Vision$1.0M
  • Life$24K
  • Other$24K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • COMPANION LIFE INSURANCE COMPANY2%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • MAGNA MONROE MANAGEMENT GROUP LTD2%
  • COLLIER INSURANCE0%
  • JAS D COLLIER & CO-1%
Total $68K4 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

FLEET EQUIPMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.7M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLEET EQUIPMENT, LLC BENEFIT PLAN

Fully Insured - CIGNA

Premiums$1.1M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLEET EQUIPMENT, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$2.7M1732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLEET EQUIPMENT, LLC BENEFIT PLANFully InsuredCIGNA$1.1M1552025
Retirement plans
Welfare plans
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