Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIORE & SONS, INC.
EIN 84-0789161constructionLatest filing 2025
Plans
3
Retirement
2
$31.2M assets
Welfare
1
$580K premiums
Participants
1,218
80 E. 62ND AVENUE, SUITE 101 - DENVER, CO 80216303-429-2275fioreandsons.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $31.2M assets / 843 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $580K premiums / 706 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$542K
- Life$338K
- Short-term disability$338K
- Long-term disability$338K
- Vision$38K
Carrier market share
Premium dollars by Schedule A carrier
58%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY58%
- SUN LIFE ASSURANCE COMPANY OF CANADA29%
- AMERITAS LIFE INSURANCE CORP.7%
- SYMETRA LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
85%top
- HOLMES MURPHY & ASSOCIATES85%
- THE DBL CENTER LTD8%
- AVANT SPECIALTY BENEFITS LLC7%
- C2 CENTRIC LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FIORE & SONS, INC. 401(K) PLAN
401k
Assets$21.7M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIORE & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.4M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FIORE AND SONS, INC. EMPLOYEE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$580K
Covered lives706
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIORE & SONS, INC. 401(K) PLAN | 401k | $21.7M | 401 | 2024 | |
| 002 | FIORE & SONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.4M | 442 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FIORE AND SONS, INC. EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $580K | 706 | 2025 |
Retirement plans
Welfare plans