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Sponsor portfolio

MOREHOUSE INSTRUMENT COMPANY

EIN 23-0890670-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$7.2M assets
Welfare
1
$132K premiums
Participants
119
1742 SIXTH AVE - YORK, PA 17403717-843-0081mhforce.comLinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$5.7M - 51 part#003CashBalance-$1.5M - 31 part#501Mixed-$132K - 54 lives

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • INSTRUMENT COMPANY RETIREMENT (#002)80%
  • CASH BALANCE PLAN (#003)20%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INSTRUMENT COMPANY RETIREMENT (#002)51
  • CASH BALANCE PLAN (#003)31
Total 82Click row to drill in

Benefits portfolio analytics

1 plan / $132K premiums / 54 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$114K
  • Short-term disability$11K
  • Life$10K
  • Dental$5K
  • Vision$3K
  • Other$274
Total $132K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITED STATES FIRE INSURANCE COMPANY86%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +2 more
Total $132K7 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • UNIVEST INSURANCE INC45%
  • INSURANCE COALITION31%
  • ASSUREDPARTNERS24%
Total $3K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MOREHOUSE INSTRUMENT COMPANY RETIREMENT

401k

Assets$5.7M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MOREHOUSE INSTRUMENT COMPANY CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MOREHOUSE INSTRUMENT COMPANY EMPLOYEE BENEFIT PLAN

Mixed - CRUM & FORSTER

Premiums$132K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOREHOUSE INSTRUMENT COMPANY RETIREMENT401k$5.7M512025
003MOREHOUSE INSTRUMENT COMPANY CASH BALANCE PLANCashBalance$1.5M312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MOREHOUSE INSTRUMENT COMPANY EMPLOYEE BENEFIT PLANMixedCRUM & FORSTER$132K542025
Retirement plans
Welfare plans
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