Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CASTELLINI COMPANY LLC
EIN 76-0720073logistics and supply chainLatest filing 2024
Plans
3
Retirement
2
$63.5M assets
Welfare
1
$192K premiums
Participants
2,853
PO BOX 721610 - NEWPORT, KY 410721610859-442-4650castellinicompany.comLinkedIn1001-5000 employeeslogistics and supply chain
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $63.5M assets / 1,839 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $192K premiums / 1,106 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$138K
- Other$138K
- Long-term disability$53K
Carrier market share
Premium dollars by Schedule A carrier
72%top
- METROPOLITAN LIFE INSURANCE COMPANY72%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY28%
Broker market share
Schedule A broker compensation
77%top
- NFP INSURANCE SERVICES INC77%
- CENTRO BENEFITS RESEARCH LLC21%
- WATCHTOWER BENEFITS, LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASTELLINI EMPLOYEE SAVINGS AND PROFIT SHARING PLAN
401k
Assets$53.2M
Participants1,580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CASTELLINI COMPANY RETIREMENT PLAN
TraditionalDB
Assets$10.4M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
THE CASTELLINI GROUP LIFE AND DISABILITY
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$192K
Covered lives1,106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASTELLINI EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | 401k | $53.2M | 1,580 | 2024 | |
| 002 | THE CASTELLINI COMPANY RETIREMENT PLAN | TraditionalDB | $10.4M | 259 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | THE CASTELLINI GROUP LIFE AND DISABILITY | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $192K | 1,106 | 2024 |
Retirement plans
Welfare plans