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  2. FACTORY CONNECTION, LLC
Sponsor portfolio

FACTORY CONNECTION, LLC

EIN 90-0142088-retail-Latest filing 2025
Plans
3
Retirement
1
$7.0M assets
Welfare
2
$2.2M premiums
Participants
997
2300 HIGHWAY 79 S - GUNTERSVILLE, AL 359762220256-264-9400mycashforclosing.comLinkedIn1-10 employeesretail
Plans on this EIN
3 filings
#001401k-$7.0M - 535 part#501Fully Insured-$2.1M - 197 lives#502Fully Insured-$76K - 265 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 462 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Vision$1.8M
  • Other$1.8M
  • Dental$1.8M
  • Prescription drug$1.8M
  • Life$42K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • AMFIRST16%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • RECURO HEALTH, INC.0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • MARK HAMBY43%
  • LAKESHORE BENEFIT ALLIANCE LLC26%
  • MORGAN WHITE LIMITED17%
  • VALENT GROUP11%
  • LBA SERVICE LLC3%
Total $107K5 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

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FACTORY CONNECTION, LLC

401k

Assets$7.0M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FACTORY CONNECTION LLC FLEXIBLE BENEFITS CAFETERIA PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$2.1M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FACTORY CONNECTION LLC LIFE & DISABILITY PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$76K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FACTORY CONNECTION, LLC401k$7.0M5352025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FACTORY CONNECTION LLC FLEXIBLE BENEFITS CAFETERIA PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$2.1M1972025
502FACTORY CONNECTION LLC LIFE & DISABILITY PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$76K2652025
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