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Sponsor portfolio

SPENCER GIFTS LLC

EIN 71-0878043-retail-Latest filing 2025
Plans
3
Retirement
2
$71.1M assets
Welfare
1
$1.5M premiums
Participants
11,533
6826 BLACK HORSE PIKE - EGG HARBOR TOWNSHIP, NJ 08234609-645-5372LinkedIn1-10 employeesretail
Plans on this EIN
3 filings
#003401k-$71.0M - 4,381 part#001TraditionalDB-$11K - 115 part#501Mixed-$1.5M - 6,966 lives

Retirement portfolio analytics

2 plans aggregated / $71.1M assets / 4,496 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • GIFTS LLC 401(K) (#003)100%
  • GIFTS LLC PENSION (#001)0%
Total $71.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GIFTS LLC 401(K) (#003)4,381
  • GIFTS LLC PENSION (#001)115
Total 4,496Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 6,966 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$736K
  • Other$286K
  • Life$280K
  • Long-term disability$192K
  • Health$175K
  • Prescription drug$175K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • DELTA DENTAL OF CALIFORNIA48%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY30%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • VISION SERVICE PLAN10%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $8841 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SPENCER GIFTS LLC 401(K) PLAN

401k

Assets$71.0M
Participants4,381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SPENCER GIFTS LLC PENSION PLAN

TraditionalDB

Assets$11K
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPENCER GIFTS LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$1.5M
Covered lives6,966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SPENCER GIFTS LLC 401(K) PLAN401k$71.0M4,3812024
001SPENCER GIFTS LLC PENSION PLANTraditionalDB$11K1152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPENCER GIFTS LLC HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$1.5M6,9662025
Retirement plans
Welfare plans
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