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Sponsor portfolio

NORTHERN TREE SERVICE, LLC

EIN 85-1718250-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$115K premiums
Participants
358
1290 PARK STREET - PALMER, MA 01069413-283-9283
Plans on this EIN
2 filings
#001401k-$17.6M - 172 part#501Mixed-$115K - 186 lives

Benefits portfolio analytics

1 plan / $115K premiums / 186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$115K
  • Other$115K
  • Short-term disability$90K
  • Long-term disability$90K
Total $115K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA79%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
Total $115K2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • DAVID M. PETTENGILL79%
  • HUB INTERNATIONAL MIDWEST LIMITED21%
Total $11K2 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

NORTHERN TREE SERVICE, LLC 401(K) RETIREMENT PLAN

401k

Assets$17.6M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTHERN TREE SERVICE, LLC GROUP HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$115K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORTHERN TREE SERVICE, LLC 401(K) RETIREMENT PLAN401k$17.6M1722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTHERN TREE SERVICE, LLC GROUP HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$115K1862025
Retirement plans
Welfare plans
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