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  2. DANIEL F. YOUNG, INC.
Sponsor portfolio

DANIEL F. YOUNG, INC.

EIN 13-5496410-consumer services-Latest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1.9M premiums
Participants
376
1235 WESTLAKES DRIVE SUITE 305 - BERWYN, PA 19312610-725-4000LinkedIn11-50 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$14.0M - 209 part#501Fully Insured-$1.9M - 276 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$281K
  • Vision$281K
  • Life$281K
  • Short-term disability$281K
  • Long-term disability$281K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • KISTLER TIFFANY BENEFITS78%
  • BIRCH BENEFITS LLC22%
Total $113K2 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

DANIEL F. YOUNG 401(K) PLAN

401k

Assets$14.0M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DANIEL F YOUNG INC COMPREHENSIVE HEALTH AND WELFARE PLAN

Fully Insured - INDEPENDENCE BLUE CROSS PPO

Premiums$1.9M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DANIEL F. YOUNG 401(K) PLAN401k$14.0M2092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DANIEL F YOUNG INC COMPREHENSIVE HEALTH AND WELFARE PLANFully InsuredINDEPENDENCE BLUE CROSS PPO$1.9M2762025
Retirement plans
Welfare plans
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