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Sponsor portfolioTH

ENGLE-HAMBRIGHT & DAVIES, INC.

EIN 23-0558310-real estate-Latest filing 2025
Plans
3
Retirement
1
$20.6M assets
Welfare
2
$837K premiums
Participants
378
1857 WILLIAM PENN WAY PO BOX 11600 - LANCASTER, PA 17605717-390-4307LinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$20.6M - 150 part#502Self Funded-$609K - 112 lives#501Fully Insured-$229K - 132 lives

Benefits portfolio analytics

2 plans / $837K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$609K
  • Dental$211K
  • Life$211K
  • Long-term disability$211K
  • Other$211K
  • Vision$18K
Total $837K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • HM LIFE INSURANCE COMPANY73%
  • SUN LIFE ASSURANCE COMPANY OF CANADA25%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • MAZZITTI & SULLIVAN0%
Total $837K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES R NELLIGAN & ASSOCIATES LLC100%
Total $10K1 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

ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN

401k

Assets$20.6M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$609K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ENGLE-HAMBRIGHT & DAVIES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$229K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN401k$20.6M1502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$609K1122025
501ENGLE-HAMBRIGHT & DAVIES, INC. EMPLOYEE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$229K1322025
Retirement plans
Welfare plans
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