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Sponsor portfolio

E & E COMPANY, LTD.

EIN 94-3208058-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$39.7M assets
Welfare
1
$2.5M premiums
Participants
553
45875 NORTHPORT LOOP E - FREMONT, CA 94538510-490-9788LinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$39.7M - 316 part#501Mixed-$2.5M - 386 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$1.8M
  • Vision$1.8M
  • Other$16K
  • Life$15K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $68K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

E & E 401(K) & PROFIT SHARING PLAN

401k

Assets$39.7M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E & E COMPANY , LTD. HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.5M
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E & E 401(K) & PROFIT SHARING PLAN401k$39.7M3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E & E COMPANY , LTD. HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.5M3862025
Retirement plans
Welfare plans
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