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  1. Companies/
  2. EG RETAIL (AMERICA) LLC
Sponsor portfolio

EG RETAIL (AMERICA) LLC

EIN 82-4682572-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$337.9M assets
Welfare
1
$4.3M premiums
Participants
38,086
165 FLANDERS ROAD - WESTBOROUGH, MA 01581508-270-1400
Plans on this EIN
2 filings
#003401k-$337.9M - 20,327 part#501Mixed-$4.3M - 17,747 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 17,747 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.9M
  • Life$3.9M
  • Short-term disability$3.9M
  • Long-term disability$3.9M
  • Vision$456K
Total $4.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA89%
  • EYEMED VISION CARE11%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $4.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • REUBEN WARNER ASSOCIATES, INC.3%
Total $63K2 slices

Plan deep-dives

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

EG AMERICA EMPLOYEE SAVINGS PLAN

401k

Assets$337.9M
Participants20,327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EG RETAIL WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$4.3M
Covered lives17,747
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003EG AMERICA EMPLOYEE SAVINGS PLAN401k$337.9M20,3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EG RETAIL WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$4.3M17,7472024
Retirement plans
Welfare plans
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