Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$103K
- Long-term disability$63K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEEHAN PHINNEY BASS & GREEN PA PROFIT SHARING PLAN AND TRUST | 401k | $83.5M | 143 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | SHEEHAN PHINNEY BASS & GREEN PA HEALTH AND WELFARE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $167K | 125 | 2025 |