Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OFS FITEL, LLC
EIN 62-1864622warehousingLatest filing 2024
Plans
5
Retirement
3
$341.9M assets
Welfare
2
$2.8M premiums
Participants
4,458
2000 NORTHEAST EXPRESSWAY, MAIL STOP B150 - NORCROSS, GA 30071770-798-2056LinkedIn201-500 employeeswarehousing
Retirement portfolio analytics
3 plans aggregated / $341.9M assets / 2,749 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.8M premiums / 3,448 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.6M
- Other$1.7M
- Long-term disability$1.4M
Carrier market share
Premium dollars by Schedule A carrier
89%top
- HARTFORD LIFE AND ACCIDENT89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
75%top
- WILLIS TOWERS WATSON US LLC75%
- THE CASON GROUP INC24%
- CUSTOM BENEFIT PROGRAMS INC1%
- LOUIS R FAIOLA0%
- MARSH & MCLENNAN AGENCY LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OFS NON-REPRESENTED 401(K) PLAN
401k
Assets$212.9M
Participants1,264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
OFS REPRESENTED RETIREMENT PLAN
CashBalance
Assets$102.0M
Participants1,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OFS REPRESENTED 401K PLAN
401k
Assets$27.0M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OFS FITEL, LLC MASTER WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.8M
Covered lives1,724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
OFS REPRESENTED RETIREE MEDICAL AND DENTAL PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.1M
Covered lives1,724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OFS NON-REPRESENTED 401(K) PLAN | 401k | $212.9M | 1,264 | 2024 | |
| 004 | OFS REPRESENTED RETIREMENT PLAN | CashBalance | $102.0M | 1,011 | 2024 | |
| 002 | OFS REPRESENTED 401K PLAN | 401k | $27.0M | 474 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OFS FITEL, LLC MASTER WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.8M | 1,724 | 2024 | |
| 510 | OFS REPRESENTED RETIREE MEDICAL AND DENTAL PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $1.1M | 1,724 | 2024 |
Retirement plans
Welfare plans