PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Pennsylvania Compensation Rating Bureau
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Pennsylvania Compensation Rating Bureau

EIN 23-0958260-insurance-Latest filing 2025
Plans
3
Retirement
2
$72.4M assets
Health & Benefits
1
$522K premiums
Participants
417
30 S 17TH ST STE 1500 - PHILADELPHIA, PA 191034007215-320-4414pcrb.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001Traditional DB-$45.3M - 165 part#002401(k)-$27.1M - 139 part#505Mixed-$522K - 207 lives

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

Retirement portfolio analytics

2 plans aggregated / $72.4M assets / 304 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE RETIREMENT PLAN (#001)$45.3M
  • THRIFT (BEST) PLAN (#002)$27.1M
Total $72.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • EMPOWER ADVISORY GROUP, LLC$45.3M
  • (Not disclosed)$27.1M
Total $72.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#001)165
  • THRIFT (BEST) PLAN (#002)139
Total 304Select a row to open it

Benefits portfolio analytics

1 plan / $522K premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$307K
  • Prescription drug$307K
  • Other$147K
  • Life$134K
  • Long-term disability$134K
  • Dental$68K
Total $522K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN

Traditional DB

Assets$45.3M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BUREAU EMPLOYEES SYSTEM FOR THRIFT (BEST) PLAN

401(k)

Assets$27.1M
Participants139
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

PENNSYLVANIA COMPENSATION RATING BUREAU HEALTH AND WELFARE BENEFITS PROGRAM

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$522K
Covered lives207
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLANTraditional DB$45.3M1652025
#002BUREAU EMPLOYEES SYSTEM FOR THRIFT (BEST) PLAN401(k)$27.1M1392025
  • PENNSYLVANIA COMPENSATION RATING BUREAU EMPLOYEE RETIREMENT PLAN$45.3M
    #001 · Traditional DB · 2025165
  • BUREAU EMPLOYEES SYSTEM FOR THRIFT (BEST) PLAN$27.1M
    #002 · 401(k) · 2025139

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505PENNSYLVANIA COMPENSATION RATING BUREAU HEALTH AND WELFARE BENEFITS PROGRAMMixedAETNA LIFE INSURANCE COMPANY$522K2072025
  • PENNSYLVANIA COMPENSATION RATING BUREAU HEALTH AND WELFARE BENEFITS PROGRAM$522K
    #505 · Mixed · AETNA LIFE INSURANCE COMPANY · 2025207
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica