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Sponsor portfolio

HAND AND STONE FRANCHISE LLC

EIN 20-2760811-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$2.6M premiums
Participants
1,078
1210 NORTHBROOK DRIVE, SUITE 150 - FEASTERVILLE-TREVOSE, PA 19053215-259-7540
Plans on this EIN
2 filings
#001401k-$4.8M - 770 part#501Fully Insured-$2.6M - 308 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$303K
  • Vision$303K
  • Life$303K
  • Short-term disability$303K
  • Long-term disability$303K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
Total $2.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • PEREOFESSIONAL GROUP PLANS INC45%
  • GCG FINANCIAL LLC38%
  • USI INSURANCE SERVICES LLC17%
Total $67K3 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

HAND AND STONE FRANCHISE 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$4.8M
Participants770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAND AND STONE HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$2.6M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAND AND STONE FRANCHISE 401(K) PROFIT SHARING PLAN AND TRUST401k$4.8M7702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAND AND STONE HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$2.6M3082025
Retirement plans
Welfare plans
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