PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. J.W. Pepper & Son, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

J.W. Pepper & Son, Inc.

EIN 23-0963171-music-Latest filing 2025
Plans
3
Retirement
1
$23.3M assets
Health & Benefits
2
$634K premiums
Participants
509
P.O. BOX 642 - EXTON, PA 19341610-648-0500LinkedIn201-500 employeesmusic
Plans on this EIN
3 filings
#001401(k)-$23.3M - 217 part#502Self-funded-$474K - 123 lives#501Mixed-$161K - 192 lives

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

Benefits portfolio analytics

2 plans / $634K premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$474K
  • Dental$63K
  • Other$47K
  • Long-term disability$40K
  • Vision$11K
  • Life$3K
Total $634K6 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

J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN

401(k)

Assets$23.3M
Participants217
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

J. W. PEPPER & SON INC. GROUP MEDICAL PLAN

Self-funded - CRUM & FORSTER

Premiums$474K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

J. W. PEPPER & SON INC. HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF PENNSYLVANIA

Premiums$161K
Covered lives192
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN401(k)$23.3M2172025
  • J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN$23.3M
    #001 · 401(k) · 2025217

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502J. W. PEPPER & SON INC. GROUP MEDICAL PLANSelf-fundedCRUM & FORSTER$474K1232025
#501J. W. PEPPER & SON INC. HEALTH AND WELFARE PLANMixedDELTA DENTAL OF PENNSYLVANIA$161K1922025
  • J. W. PEPPER & SON INC. GROUP MEDICAL PLAN$474K
    #502 · Self-funded · CRUM & FORSTER · 2025123
  • J. W. PEPPER & SON INC. HEALTH AND WELFARE PLAN$161K
    #501 · Mixed · DELTA DENTAL OF PENNSYLVANIA · 2025192
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. 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