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Sponsor portfolio

TURN 5, INC.

EIN 04-3685571-retail-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$349K premiums
Participants
1,035
600 NORTH CEDAR HOLLOW ROAD - PAOLI, PA 19301610-240-4652turn7.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$21.0M - 647 part#505Mixed-$349K - 473 lives

Benefits portfolio analytics

1 plan / $349K premiums / 473 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$225K
  • Short-term disability$225K
  • Long-term disability$225K
  • Other$225K
  • Dental$124K
Total $349K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY65%
  • DELTA DENTAL OF CALIFORNIA35%
Total $349K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • BGRAND BENEFITS, LLC58%
  • NFP INSURANCE SERVICES INC24%
  • CENTRO BENEFITS RESEARCH LLC18%
Total $52K3 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

TURN 5, INC 401(K) PLAN

401k

Assets$21.0M
Participants647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

TURN 5, INC. EMPLOYEE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$349K
Covered lives473
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TURN 5, INC 401(K) PLAN401k$21.0M6472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505TURN 5, INC. EMPLOYEE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$349K4732025
Retirement plans
Welfare plans
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