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Sponsor portfolioTH

CLARIDGE PRODUCTS & EQUIPMENT, LLC

EIN 71-0302078-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$564K premiums
Participants
715
480 WRANGLER DR, STE 200 - COPPELL, TX 75019870-743-2200
Plans on this EIN
2 filings
#001401k-$7.5M - 372 part#501Mixed-$564K - 476 lives

Benefits portfolio analytics

1 plan / $564K premiums / 476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$318K
  • Dental$245K
  • Vision$245K
  • Life$245K
  • Short-term disability$245K
  • Long-term disability$245K
  • +1 more
Total $564K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA56%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
Total $564K2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • WILLIS TOWERS WATSON US LLC41%
  • GIS BENEFITS INC27%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS17%
  • MARC PIERONI15%
Total $65K4 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

CLARIDGE PRODUCTS & EQUIPMENT, LLC EMPLOYEES 401(K) PLAN

401k

Assets$7.5M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLARIDGE PRODUCTS & EQUIPMENT, INC. GROUP LIFE AND MEDICAL PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$564K
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARIDGE PRODUCTS & EQUIPMENT, LLC EMPLOYEES 401(K) PLAN401k$7.5M3722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLARIDGE PRODUCTS & EQUIPMENT, INC. GROUP LIFE AND MEDICAL PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$564K4762024
Retirement plans
Welfare plans
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