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Sponsor portfolio

MAUL FOSTER & ALONGI

EIN 91-1730412-environmental services-Latest filing 2025
Plans
3
Retirement
2
$38.3M assets
Welfare
1
$54K premiums
Participants
499
330 E MILL PLAIN BLVD SUITE 405 - VANCOUVER, WA 98660360-694-2691maulfoster.comLinkedIn51-200 employeesenvironmental services
Plans on this EIN
3 filings
#001401k-$28.4M - 200 part#002ESOP-$9.9M - 166 part#501Mixed-$54K - 132 lives

Retirement portfolio analytics

2 plans aggregated / $38.3M assets / 366 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • ALONGI, INC. 401(K) (#001)74%
  • EMPLOYEE STOCK OWNERSHIP (#002)26%
Total $38.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALONGI, INC. 401(K) (#001)200
  • EMPLOYEE STOCK OWNERSHIP (#002)166
Total 366Click row to drill in

Benefits portfolio analytics

1 plan / $54K premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$25K
  • Life$20K
  • Other$20K
  • Short-term disability$13K
Total $54K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $54K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • PARKER SMITH & FEEK INC.82%
  • IMA, INC.10%
  • COLONIAL LIFE & ACCIDENT7%
Total $6K3 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

MAUL FOSTER & ALONGI, INC. 401(K) PLAN

401k

Assets$28.4M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.9M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAUL FOSTER & ALONGI WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$54K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MAUL FOSTER & ALONGI, INC. 401(K) PLAN401k$28.4M2002024
002MAUL FOSTER & ALONGI, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.9M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAUL FOSTER & ALONGI WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$54K1322025
Retirement plans
Welfare plans
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