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  2. Engle-Hambright & Davies, Inc.
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Filings through Oct 24, 2026.

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Engle-Hambright & Davies, Inc.

EIN 23-0558310-real estate-Latest filing 2025
Plans
3
Retirement
1
$23.2M assets
Health & Benefits
2
$837K premiums
Participants
383
1857 WILLIAM PENN WAY PO BOX 11600 - LANCASTER, PA 17605717-390-4337LinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401(k)-$23.2M - 155 part#502Self-funded-$609K - 112 lives#501Fully insured-$229K - 132 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$23.2M
Participants155
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN

Self-funded - HM LIFE INSURANCE COMPANY

Premiums$609K
Covered lives112
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

ENGLE-HAMBRIGHT & DAVIES, INC. EMPLOYEE BENEFIT PLAN

Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$229K
Covered lives132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN401(k)$23.2M1552025
  • ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN$23.2M
    #001 · 401(k) · 2025155

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN$609K
    #502 · Self-funded · HM LIFE INSURANCE COMPANY · 2025112
  • ENGLE-HAMBRIGHT & DAVIES, INC. EMPLOYEE BENEFIT PLAN$229K
    #501 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025132
Retirement plans
Health & Benefits plans

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