Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L. KNIFE & SON, LLC.
EIN 99-1893691Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$242.7M assets
Welfare
1
$1.9M premiums
Participants
3,342
35 ELDER AVENUE - KINGSTON, MA 023640510781-585-5165
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $242.7M assets / 2,484 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
94%top
- THE VANGUARD GROUP, INC.94%
- (Not disclosed)6%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 1,353 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.5M
- Life$383K
- Other$294K
- Long-term disability$282K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- GRANULAR INSURANCE COMPANY79%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY5%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
- AFLAC0%
Broker market share
Schedule A broker compensation
62%top
- VARIOUS - SEE ATTACHED62%
- RSC INSURANCE BROKERAGE INC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
SHEEHAN FAMILY COMPANIES EMPLOYEE SAVINGS PLAN
401k
Assets$229.2M
Participants2,380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
L. KNIFE & SON, INC. PENSION PLAN
TraditionalDB
Assets$13.5M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
L. KNIFE & SON, LLC. EMPLOYEE BENEFITS PLAN
Mixed - GRANULAR INSURANCE COMPANY
Premiums$1.9M
Covered lives1,353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | SHEEHAN FAMILY COMPANIES EMPLOYEE SAVINGS PLAN | 401k | $229.2M | 2,380 | 2024 | |
| 005 | L. KNIFE & SON, INC. PENSION PLAN | TraditionalDB | $13.5M | 104 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | L. KNIFE & SON, LLC. EMPLOYEE BENEFITS PLAN | Mixed | GRANULAR INSURANCE COMPANY | $1.9M | 1,353 | 2024 |
Retirement plans
Welfare plans