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Sponsor portfolio

SHERRY ENTERPRISES, INC.

EIN 84-2015089-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
1
$486K assets
Welfare
1
$199K premiums
Participants
49
21 INDUSTRIAL DRIVE - SOUTH HADLEY, MA 01075413-214-6361
Plans on this EIN
2 filings
#001401k-$486K - 20 part#501Fully Insured-$199K - 29 lives

Benefits portfolio analytics

1 plan / $199K premiums / 29 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$181K
  • Prescription drug$181K
  • Dental$15K
  • Vision$15K
  • Life$3K
  • Other$3K
Total $199K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HEALTH NEW ENGLAND, INC.91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $199K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GCG FINANCIAL LLC100%
  • NATIONAL BENEFIT CENTER0%
Total $8K2 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

SHERRY ENTERPRISES, INC. 401(K) PLAN

401k

Assets$486K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHERRY ENTERPRISES, INC. LIFE AND DISABILITY PLAN

Fully Insured - HEALTH NEW ENGLAND, INC.

Premiums$199K
Covered lives29
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHERRY ENTERPRISES, INC. 401(K) PLAN401k$486K202025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHERRY ENTERPRISES, INC. LIFE AND DISABILITY PLANFully InsuredHEALTH NEW ENGLAND, INC.$199K292024
Retirement plans
Welfare plans
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