Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENNOCK COMPANY
EIN 23-0954578Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$13.7M assets
Welfare
1
$427K premiums
Participants
294
5060 WEST CHESTER PIKE - EDGEMONT, PA 190280327215-492-7900
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $13.7M assets / 204 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $427K premiums / 100 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$380K
- Dental$380K
- Vision$380K
- Prescription drug$380K
- Life$47K
- Long-term disability$47K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
81%top
- NFP INSURANCE SERVICES INC81%
- EMERSON REID LLC18%
- EVANS PANCOAST1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PENNOCK COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.0M
Participants139
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PENNOCK COMPANY 401(K) PLAN
401k
Assets$5.7M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PENNOCK COMPANY EMPLOYEES INSURANCE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$427K
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PENNOCK COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.0M | 139 | 2025 | |
| 004 | PENNOCK COMPANY 401(K) PLAN | 401k | $5.7M | 65 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PENNOCK COMPANY EMPLOYEES INSURANCE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $427K | 100 | 2024 |
Retirement plans
Welfare plans