Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.5M
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Prescription drug$2.3M
- Long-term disability$189K
- +2 more
Sponsor portfolio
CAPEHART SCATCHARD PA
EIN 22-1908951Latest filing 2025
Plans
2
Retirement
1
$68.2M assets
Welfare
1
$2.5M premiums
Participants
447
8000 MIDLANTIC DRIVE, SUITE 300S - MT. LAUREL, NJ 08054856-234-6800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 209 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- AETNA LIFE INSURANCE COMPANY90%
- STANDARD INSURANCE COMPANY9%
- AFLAC1%
Broker market share
Schedule A broker compensation
75%top
- CONNER STRONG & BUCKELEW75%
- JAMES A BRISTOW24%
- MEREDITH P CONLON0%
- BCG SECURITIES INC.0%
- MICHAEL P NORRIS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN
401k
Assets$68.2M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPEHART SCATCHARD PA HEALTH & WELFARE BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.5M
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPEHART & SCATCHARD, P.A. RETIREMENT SAVINGS PLAN | 401k | $68.2M | 275 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPEHART SCATCHARD PA HEALTH & WELFARE BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.5M | 209 | 2025 |
Retirement plans
Welfare plans