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Sponsor portfolio

THE WITHAM FAMILY, LLC

EIN 83-3254849-hospitality-Latest filing 2025
Plans
3
Retirement
1
$5.0M assets
Welfare
2
$2.1M premiums
Participants
520
64 BIRCH AVENUE - ELLSWORTH, ME 04605207-664-1641withamhotels.comLinkedIn501-1000 employeeshospitality
Plans on this EIN
3 filings
#001401k-$5.0M - 283 part#501Fully Insured-$2.0M - 222 lives#502Mixed-$90K - 185 lives

Benefits portfolio analytics

2 plans / $2.1M premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$110K
  • Life$87K
  • Short-term disability$87K
  • Long-term disability$87K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BARRESI FINANCIAL INC100%
  • COMBINED SERVICES LLC0%
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#001

THE WITHAM FAMILY, LLC 401(K) PLAN

401k

Assets$5.0M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE WITHAM FAMILY, LLC

Fully Insured - AETNA

Premiums$2.0M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE WITHAM FAMILY LLC

Mixed - DELTA DENTAL PLAN OF MAINE

Premiums$90K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WITHAM FAMILY, LLC 401(K) PLAN401k$5.0M2832024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE WITHAM FAMILY, LLCFully InsuredAETNA$2.0M2222025
502THE WITHAM FAMILY LLCMixedDELTA DENTAL PLAN OF MAINE$90K1852024
Retirement plans
Welfare plans
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