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Sponsor portfolio

ERCO WORLDWIDE INC.

EIN 98-0388203-Latest filing 2025
Plans
2
Retirement
1
$58.1M assets
Welfare
1
$2.8M premiums
Participants
358
5700 HUNT ROAD, SUITE 200 - VALDOSTA, GA 31606416-234-7440
Plans on this EIN
2 filings
#001401k-$58.1M - 194 part#501Fully Insured-$2.8M - 354 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Other$149K
  • Life$140K
  • Short-term disability$140K
  • Long-term disability$140K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISON SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ROBERT G. RELPH AGENCY, INC.97%
  • GCG FINANCIAL LLC3%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
Total $111K3 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

ERCO WORLDWIDE INC. 401(K) PLAN

401k

Assets$58.1M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ERCO WORLDWIDE INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - EXCELLUS BLUECROSS BLUESHIELD

Premiums$2.8M
Covered lives354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ERCO WORLDWIDE INC. 401(K) PLAN401k$58.1M1942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ERCO WORLDWIDE INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredEXCELLUS BLUECROSS BLUESHIELD$2.8M3542025
Retirement plans
Welfare plans
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