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Sponsor portfolio

S&L WINDOWS AND DOORS, LLC

EIN 82-4201575-Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$294K premiums
Participants
320
4749 WEST BOULEVARD - CHARLOTTE, NC 28208704-909-2400
Plans on this EIN
2 filings
#001401k-$6.5M - 189 part#501Mixed-$294K - 295 lives

Benefits portfolio analytics

1 plan / $294K premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$160K
  • Short-term disability$160K
  • Long-term disability$160K
  • Other$160K
  • Dental$135K
  • Vision$135K
Total $294K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY54%
  • BLUE CROSS OF CALIFORNIA46%
Total $294K2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • USI INSURANCE SERVICES LLC80%
  • RICHARD M. ROSE20%
Total $55K2 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

RENEWAL BY ANDERSON OF THE CAROLIANS 401(K) SAVINGS PLAN

401k

Assets$6.5M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RENEWAL BY ANDERSEN HEALTH AND WELLFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$294K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RENEWAL BY ANDERSON OF THE CAROLIANS 401(K) SAVINGS PLAN401k$6.5M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RENEWAL BY ANDERSEN HEALTH AND WELLFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$294K2952025
Retirement plans
Welfare plans
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