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Sponsor portfolio

CHOICE LOGISTICS, INC.

EIN 13-2506628-logistics and supply chain-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$181K premiums
Participants
255
656 SWEDESFORD ROAD, SUITE 220 - WAYNE, PA 19087917-344-4009choicelogistics.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
2 filings
#002401k-$10.6M - 137 part#503Mixed-$181K - 172 lives

Benefits portfolio analytics

1 plan / $181K premiums / 172 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$100K
  • Life$72K
  • Short-term disability$72K
  • Long-term disability$72K
  • Other$72K
  • Vision$9K
Total $181K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • AETNA LIFE INSURANCE COMPANY55%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA40%
  • VISION SERVICE PLAN5%
Total $181K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • THE SAFEGARD GROUP INC59%
  • PATRIOT GROWTH INSURANCE SERVICES38%
  • DONATO HOLDINGS INC3%
Total $12K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHOICE LOGISTICS, INC. 401(K) SAVINGS PLAN

401k

Assets$10.6M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CHOICE LOGISTICS, INC. HEALTH INSURANCE PLAN

Mixed - AETNA LIFE INSURANCE CO

Premiums$181K
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CHOICE LOGISTICS, INC. 401(K) SAVINGS PLAN401k$10.6M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CHOICE LOGISTICS, INC. HEALTH INSURANCE PLANMixedAETNA LIFE INSURANCE CO$181K1722025
Retirement plans
Welfare plans
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