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Sponsor portfolio

SURETY TITLE COMPANY, LLC

EIN 22-3154895-real estate-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$215K premiums
Participants
451
11 EVES DRIVE STE 150 - MARLTON, NJ 08053856-702-6825mysurety.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.8M - 235 part#501Fully Insured-$215K - 244 lives

Benefits portfolio analytics

1 plan / $215K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$103K
  • Vision$103K
  • Life$84K
  • Other$84K
  • Health$28K
  • Short-term disability$28K
  • +1 more
Total $215K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • AETNA LIFE INSURANCE COMPANY48%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY39%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
Total $215K3 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • KISTLER TIFFANY BENEFITS44%
  • WORLD INSURANCE ASSOCIATES LLC38%
  • ENROLLEASE13%
  • SPENCER BARRETT2%
  • TAYLOR LEIGH PERRI1%
  • +3 more
Total $32K8 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

SURETY TITLE COMPANY 401(K) RETIREMENT PLAN

401k

Assets$14.8M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SURETY TITLE COMPANY, LLC HEALTH & WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$215K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SURETY TITLE COMPANY 401(K) RETIREMENT PLAN401k$14.8M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SURETY TITLE COMPANY, LLC HEALTH & WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$215K2442025
Retirement plans
Welfare plans
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