Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$873K
- Long-term disability$173K
- Life$168K
- Other$59K
- Vision$54K
Sponsor portfolio
PELLERIN MILNOR CORPORATION
EIN 72-1103525machineryLatest filing 2024
Plans
2
Retirement
1
$42.9M assets
Welfare
1
$1.3M premiums
Participants
865
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 564 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- SUN LIFE ASSURANCE COMPANY OF CANADA64%
- UNITED OF OMAHA LIFE INSURANCE COMPANY27%
- AETNA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
49%top
- KEVIN BARRY TURK49%
- MERITAIN HEALTH35%
- VERTITY HEALTHNET, LLC16%
- EMPLOYEE BENEFIT MANAGEMENT SERVICE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PELLERIN MILNOR CORPORATION AND AFFILIATED EMPLOYERS 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$42.9M
Participants525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SECTION 125 PLAN
Mixed - SUN LIFE FINANCIALS
Premiums$1.3M
Covered lives564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PELLERIN MILNOR CORPORATION AND AFFILIATED EMPLOYERS 401(K) RETIREMENT SAVINGS PLAN | 401k | $42.9M | 525 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SECTION 125 PLAN | Mixed | SUN LIFE FINANCIALS | $1.3M | 564 | 2024 |
Retirement plans
Welfare plans