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Sponsor portfolioWelfare / HealthEIN 82-4682572

EG RETAIL (AMERICA) LLC

165 FLANDERS ROAD · WESTBOROUGH, MA 01581
8882006211
Plans filed
1
Years active
2021–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
13,083
No prior year
Total participants
13,095
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.4M
EG RETAIL WELFARE PLAN
Mixed13,083 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.9M24.4%
Life$3.9M24.3%
Short-term disability$3.9M24.3%
Long-term disability$3.9M24.3%
Vision$440K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$3.9M89.6%1113,083
EYEMED VISION CARE
EIN 430949844
V
$440K10.1%116,317
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$12K0.3%119,393

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA$49K$15K$64K97.3%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYNATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA$0$2K$2K2.7%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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