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Sponsor portfolioTH

BROOKS EQUIPMENT COMPANY

EIN 88-0161234-wholesale-Latest filing 2025
Plans
2
Retirement
1
$33.0M assets
Welfare
1
$462K premiums
Participants
990
10926 DAVID TAYLOR DRIVE, SUITE 300 - CHARLOTTE, NC 282621042704-916-3401brooksequipment.comLinkedIn51-200 employeeswholesale
Plans on this EIN
2 filings
#002401k-$33.0M - 529 part#501Mixed-$462K - 702 lives

Benefits portfolio analytics

1 plan / $462K premiums / 702 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$207K
  • Vision$207K
  • Life$116K
  • Short-term disability$69K
  • Long-term disability$57K
  • Other$13K
Total $462K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA55%
  • STARMOUNT LIFE INSURANCE COMPANY45%
Total $462K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BROOKS EQUIPMENT COMPANY 401(K) PLAN

401k

Assets$33.0M
Participants529
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BROOKS EQUIPMENT COMPANY, INC EMPLOYEE BENEFIT PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$462K
Covered lives702
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BROOKS EQUIPMENT COMPANY 401(K) PLAN401k$33.0M5292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BROOKS EQUIPMENT COMPANY, INC EMPLOYEE BENEFIT PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$462K7022025
Retirement plans
Welfare plans
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