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Sponsor portfolioTH

BANCROFT

EIN 21-0672770-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$96.6M assets
Welfare
1
$1.7M premiums
Participants
6,484
1255 CALDWELL ROAD - CHERRY HILL, NJ 08034856-348-1139bancroft.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$96.6M - 3,864 part#504Fully Insured-$1.7M - 2,808 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 2,808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$817K
  • Other$726K
  • Life$301K
  • Long-term disability$286K
  • Vision$109K
  • Health$67K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA38%
  • EYEMED VISION CARE7%
  • AFLAC3%
  • CAREBRIDGE CORPORATION2%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • CORPORATE SYNERGIES GROUP LLC96%
  • SVETLANA ZEITLIN1%
  • DARLENE S DILLON1%
  • BONNIE J BORDEN0%
  • CONNER STRONG & BUCKELEW0%
  • +3 more
Total $125K8 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

BANCROFT DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$96.6M
Participants3,864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BANCROFT NEUROHEALTH HEALTH AND WELFARE PLAN

Fully Insured - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$1.7M
Covered lives2,808
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANCROFT DEFINED CONTRIBUTION RETIREMENT PLAN403b$96.6M3,8642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BANCROFT NEUROHEALTH HEALTH AND WELFARE PLANFully InsuredDELTA DENTAL OF NEW JERSEY, INC.$1.7M2,8082025
Retirement plans
Welfare plans
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