Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ARXADA LLC
EIN 13-5665861Latest filing 2025
Plans
4
Retirement
2
$600.7M assets
Welfare
2
$3.7M premiums
Participants
4,810
412 MOUNT KEMBLE AVENUE, SUITE 200 S - MORRISTOWN, NJ 07960201-316-9235
Retirement portfolio analytics
2 plans aggregated / $600.7M assets / 3,595 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
63%top
- (Not disclosed)63%
- ADP BROKER-DEALER37%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.7M premiums / 1,948 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Life$1.2M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Dental$610K
- Vision$100K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- RELIASTAR LIFE INSURANCE COMPANY48%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA32%
- DELTA DENTAL OF CALIFORNIA17%
- EYEMED VISION CARE3%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE ARXADA CONSOLIDATED PENSION PLAN
CashBalance
Assets$375.8M
Participants2,331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
THE ARXADA 401(K) PLAN
401k
Assets$224.9M
Participants1,264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ARXADA, LLC HEALTH AND WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$3.6M
Covered lives1,659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ARXADA, LLC RETIREE HEALTH AND WELFARE PLAN
Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$131K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE ARXADA CONSOLIDATED PENSION PLAN | CashBalance | $375.8M | 2,331 | 2024 | |
| 005 | THE ARXADA 401(K) PLAN | 401k | $224.9M | 1,264 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ARXADA, LLC HEALTH AND WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $3.6M | 1,659 | 2025 | |
| 502 | ARXADA, LLC RETIREE HEALTH AND WELFARE PLAN | Fully Insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $131K | 289 | 2025 |
Retirement plans
Welfare plans