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Sponsor portfolioTH

SUNSTATE EQUIPMENT CO., LLC.

EIN 86-0810251-construction-Latest filing 2025
Plans
2
Retirement
1
$164.0M assets
Welfare
1
$2.0M premiums
Participants
5,082
5552 EAST WASHINGTON STREET - PHOENIX, AZ 85034602-683-2310sunstateequip.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$164.0M - 2,941 part#501Mixed-$2.0M - 4,416 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 4,416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.7M
  • Long-term disability$1.7M
  • Other$1.7M
  • Vision$237K
Total $2.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • RELIASTAR LIFE INSURANCE COMPANY88%
  • EYEMED VISION CARE12%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • MARSH & MCLENNAN AGENCY LLC80%
  • PLANSOURCE BENEFITS ADMINISTRATION13%
  • LOVITT AND TOUCHE, INC.8%
Total $307K3 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

SUNSTATE EQUIPMENT CO., LLC RETIREMENT SAVINGS PLAN AND TRUST

401k

Assets$164.0M
Participants2,941
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNSTATE EQUIPMENT CO LLC EMPLOYEE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives4,416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUNSTATE EQUIPMENT CO., LLC RETIREMENT SAVINGS PLAN AND TRUST401k$164.0M2,9412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNSTATE EQUIPMENT CO LLC EMPLOYEE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$2.0M4,4162025
Retirement plans
Welfare plans
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