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Sponsor portfolio

CONNECT AMERICA

EIN 20-0664997-medical practice-Latest filing 2025
Plans
2
Retirement
1
$64.3M assets
Welfare
1
$5.1M premiums
Participants
2,263
THREE BALA PLAZA WEST, BALA PLAZA, SUITE 200 - BALA CYNWYD, PA 19004610-538-3754LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$64.3M - 1,396 part#504Fully Insured-$5.1M - 1,093 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 1,093 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Dental$4.6M
  • Vision$4.6M
  • Prescription drug$4.6M
  • Life$457K
  • Short-term disability$457K
  • +2 more
Total $5.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $5.1M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $124K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONNECTAMERICA.COM 401(K) SAVINGS PLAN

401k

Assets$64.3M
Participants1,396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CONNECT AMERICA HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.1M
Covered lives1,093
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONNECTAMERICA.COM 401(K) SAVINGS PLAN401k$64.3M1,3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CONNECT AMERICA HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.1M1,0932025
Retirement plans
Welfare plans
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