Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$206K
- Life$108K
- Short-term disability$108K
- Long-term disability$108K
- Dental$98K
- Vision$98K
Sponsor portfolioTH
THE POWELL GROUP, LLC
EIN 72-0889792food productionLatest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$206K premiums
Participants
334
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $206K premiums / 143 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- HARTFORD LIFE AND ACCIDENT52%
- SUN LIFE ASSURANCE COMPANY OF CANADA48%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE POWELL GROUP EMPLOYEES' 401(K) PLAN
401k
Assets$9.7M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE POWELL GROUP, LLC EMPLOYEE BENEFITS PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$206K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE POWELL GROUP EMPLOYEES' 401(K) PLAN | 401k | $9.7M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE POWELL GROUP, LLC EMPLOYEE BENEFITS PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $206K | 143 | 2025 |
Retirement plans
Welfare plans