Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $76.9M assets / 2,049 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $1.7M premiums / 2,006 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | SPEARS MANUFACTURING 401(K) PLAN | 401(k) | $71.8M | 2,029 | 2025 |
| #001 | SPEARS MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $5.1M | 20 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | SPEARS MANUFACTURING COMPANY EMPLOYEES' BENEFITS PLAN | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $1.7M | 2,006 | 2025 |
| #504 | SPEARS MANUFACTURING COMPANY HEALTH MAINTENANCE PLAN | Self-funded | - | $0 | 0 | 2025 |